Move an Application to another Opportunity
You can put an applicant forward for a different Opportunity without them applying again. Reassigning moves the Application. Copying keeps the original and adds a copy on each Opportunity you choose. You need the User role or above.
Before you start: the applicant's agreement
enrola only moves or copies an Application when the applicant has agreed to be considered for other Opportunities. This shows in the Summary panel as Applicant agrees to be transfered.
- The box is ticked when the applicant ticked the matching statement on the application form.
- If the applicant agrees later, for example on the phone, tick the box yourself.
enrola records each change to the box in Application Logs. Until it is ticked, the Reassign and copy buttons stay greyed out.
Reassign or copy one Application
- Open the Application.
- Go to the Reassign this application to another opportunity panel. If you can't see it, add it with Edit page layout.
- Find the Opportunity. Use the status, date and Employer dropdowns or the search box, then select Search. Each row shows Opportunity Name, Start date, End date, Post Status and Employer.
- Then either:
- Move it: select Reassign on the Opportunity's row, then Yes in "Reassign application?".
- Copy it: tick one or more Opportunities, select Copy name to selected opportunities, then Yes in "Copy application?".
When you reassign, the Application keeps its answers, notes and history, and Application Logs records "Reassigned to opportunity".
A copy is a new Application on the other Opportunity, with the same answers and no status yet. The original stays where it was.
Reassign several Applications
- In the live Applications list, choose an Opportunity type.
- Select the Applications.
- Open With selected... and select Reassign.
- In "Assign to another Opportunity", search for the Opportunity and select Reassign beside it.
- Select Yes in "Confirm reassignments".
If any selected applicant hasn't agreed to be transferred, Reassign is greyed out, with the hint "For some of the selected applications, applicant did not agree to be transferred". Deselect them and try again.
The email to the applicant
If Send applicants email when theyre assigned/re-assigned to new Opportunities is ticked in Settings → Notifications, enrola emails the applicant when you reassign or copy their Application. The email, "Your application has been reassigned", names the Opportunity they applied for and the new one, and tells them to contact their Supervisor if they would rather not be considered. See Choose which notification emails enrola sends.
Good to know
- Moving an archived Application back to the live list uses the same window but needs no agreement and sends no email. See Archive and restore Applications.
- You can also find applicants for an Opportunity from the Opportunity's side. See See and manage the applicants for an Opportunity.