Edit applications
Change an application's status, review, assignee, SLA and labels, and keep private notes on it.
Overview
You change an application on its own page. Every edit saves by itself, so there is no Save button to look for.
The page title is the candidate's name. Under it sit the application's private summary and notes, and beside it the property rail.
Zoom imageWho can edit an application
These people can edit an application:
- a workspace owner or admin who is not a guest
- an active member of the team that owns the job
A guest can edit only on a team they have been added to. Everyone else sees the same page read-only: the pickers do not open and the notes cannot be typed into.
An archived application is read-only for everyone. Its page opens with This record is archived. Restore it to make changes., and anyone allowed to edit it can select Restore.
Change properties
Select a property in the rail to change it, or press its key while the application is open.
| Property | Key | What it sets |
|---|---|---|
| Status | S | Where the application sits among the team's statuses. |
| Review | R | Your team's score for the application. The row shows only when a review scale is set. |
| Assignee | A | The one member who owns the application, or Unassigned. |
| SLA | D | A deadline of 12 hours to 4 weeks, or Remove SLA. The SLAs article covers the rest. |
| Labels | L | The labels that sort the application. Select Add label to attach one. |
An application carries at most one label from each label group, so picking a second label from a group replaces the first. A label marked Public in the picker is one the candidate sees on their own application page.
The keys work only when you can edit the application. A read-only viewer gets no keys, and the hints do not name one.
The Candidate row is a link to the candidate. When you can edit the application, the Job row moves it to another job: pick one of the open jobs of its team or of any other team you can edit. A job in another team takes the application to that job's main team. If the candidate applied themselves, they are told that their application moved. Otherwise the Job row is a link to the job, unless the job is archived or you are not allowed to open it. Then the row shows the job's title as plain text.
Move an application to another team
Select the Team row, or press Cmd/Ctrl Shift M, and pick a team. A team that is already on the job takes the application at once.
The list holds the application's team and every other team you can edit. Pick one that is not on the job and Attia asks Move application?, with Add team to job selected. Move application adds the team to the job and moves the application in one step, so if either part is refused, neither happens. Cancel changes nothing. Once the team is on the job, its members can see the job, as when you add the team under the job's Teams property.
In a list of applications, Team in a row's menu and Cmd/Ctrl Shift M on the selected rows offer the same teams and ask the same question. Applications you select on one job move together when you confirm.
When you cannot move the application, the row is disabled, and pointing at it says why: you cannot edit the application, it is archived or withdrawn, or team moves are not available right now. In a list, Actions (Cmd/Ctrl K) on one selected application shows Team greyed out with the same reason.
Write the summary and notes
The box under the candidate's name is Private summary and notes. Write what the team should know at a glance: why this person stands out, what to probe in the next interview, what the hiring manager said on the phone.
Attia saves the text about a second after you stop typing, and again when you leave the page. If a save fails, the text stays in the box and Could not save your notes appears with Retry.
When the Agent wrote the summary, for example through a Loop, Written by Attia shows beside it. The marker goes away once a person edits the text.
What you change somewhere else
The candidate's name and contact details belong to the candidate, not to the application. Change them on the candidate's page, which the Candidate row opens.
To consider the same person for another job and keep this application as it is, open that job and add them with Add application. A workspace owner or admin can also use Add to job on the candidate's page.