Taking next steps on a candidate
Updated at August 11th, 2026
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When a candidate is ready to be moved forward in or removed from the hiring process and manual intervention must take place, you can do so from either the Candidate Inbox or from the Job Centric View in My Jobs.
Candidate Inbox
You must be given permission to disposition candidates. In addition to this, if a status does not have next steps created for it and you are not a Company or Account Admin, then the system will not allow a manual status change.
You can take action on candidates from the Action Needed folder of the Candidate Inbox. This folder will allow you to see all candidates who need attention in one place so that no candidates are left in the funnel and all candidates are moved along in the hiring process. Only the candidates that apply to jobs at the locations you have access to will display in your Action Needed folder.
It is recommended to set the Action Needed folder as your home page so that when you open the CEM, it automatically opens for you. To do this,
- Open the Candidate Inbox.
- Click the left pane's header to open a drop-down list of all available segments.
- Hover over the Action Needed folder; click its action menu, or three dot icon; and then click Set as Home.
Take action on candidates
To open the Action Needed folder, open the list of available segments and click Action Needed. From this page, you can take action on candidates by following the steps below.
- Click the first Candidate’s current Candidate Journey status.
- The Next Steps built out for this status will be listed for you. Review the options and select the preferred choice.
- Depending on the status, the next steps may require additional information or steps before the candidate can have their status updated. Complete these details to officially update the candidate's status.
Moving candidates through the Candidate Journey will then remove them from the Action Needed folder and notify them of the tasks they need to complete next in the hiring process, if necessary.
Job Centric View
When you want to take action on multiple candidates on the same job, you can do so from the Job Centric View, which is a single workspace located in My Jobs. Click here to learn more.
Recruiting Dashboard
You are able to view and take action on candidates from within the Recruiting Dashboard, if enabled for your account and if you have the necessary permissions. Click here to learn more about the Recruiting Dashboard.