After confirming the document collection process, the Qualification Documents window will update with each document step, along with new status icons to quickly show you which documents are outstanding, completed, or need manager action - like in the case of e-Verify. Here is a legend on the document collection status icons:
Orange clock: This step is still outstanding and needs to be submitted by the candidate
Green check: This step has been completed by the candidate and is ready for review
Red Exclamation: This step requires manager action
Gray “No” Symbol: This step was declined from the candidate
Cancelling Document Collection
At any time, a hiring manager can cancel document collection. This can happen if a candidate withdraws from consideration, another candidate is selected, or any other reason to pause the candidate process. If this occurs, a hiring manager can click the “Stop Collecting Documents” button in the lower right of the Qualifications Documents screen. A dialog will appear to confirm the request, with the option to log a reason to cancel collection. This allows the hiring manager to note the reason should the candidate apply to future positions.
Once confirmed, a hiring manager can click Stop to terminate the document collection process. The screen will refresh, clearing out any completed or outstanding steps, and the status will be refreshed in the upper right to Cancelled. The Manager always has the option to Restart Collecting Documents by clicking this green action button in the middle of the Qualification Documents screen.
Viewing Document History
Uploaded documents are included in the candidate’s history captured by Hireology. You can view all activity in the History tab of the Candidate screen. New filters on the right side of the history view will allow the user to drill down and view history for documents only, allowing managers to quickly filter through uploaded documents without seeing other candidate history.
Viewing Uploaded Documents
Once a candidate provides a qualification document, the status of this specific step will change to a green checkmark, informing the hiring manager that the step has been completed. Hiring managers can click on this step to download a PDF copy of the uploaded document to their computer for review, storage, and future use.