How to Create and Manage Candidate Statuses and Sources

Candidate Statuses in Beamery allow you to track the status of a candidate’s progress through your recruiting processes. Candidate Source allows you to track from where a candidate was sourced. Both of these fields come with a set of default options when you begin to use Beamery, which can be edited, removed or added to, in order to best fit your organization’s processes.

Please note that Statuses and Sources can only be added, edited and removed from Beamery by users with Admin or Super Admin permission levels.

How to Create a Status
How to Edit a Statu
How to Delete a Status
How to Create a Source
How to Edit a Source
How to Delete a Source

How to Create a Status

The below steps will guide you through the actions required to create a new Status in Beamery.

First, navigate to Settings by clicking on your name in the top right-hand corner of your screen.
Select Statuses from the Settings menu, under the Customize Beamery heading.
On the Statuses page, you will see two lists: open statuses and closed statuses. Open statuses are those meant to indicate that a contact is still in your organization’s recruiting process. Closed statuses indicate that the contact is no longer in the recruiting process. Decide whether your new status should be in the open or closed list, and then scroll to the bottom of that list, where you will see the Add New Item field.
Click inside the field and type your new Status, and once you are happy with it, click the + icon to add your new status.
If you wish to add more than one status, repeat steps 3 & 4 as necessary.
Once have now saved your new status(es), and they will become available for users to add to profiles.

How to Edit a Status

The below steps will guide you through the actions required to edit a Status in Beamery.

First, navigate to Settings by clicking on your name in the top right-hand corner of your screen.
Select Statuses from the Settings menu, under the Customize Beamery heading.
On the Statuses page, locate the status you would like to edit, and click on the pen icon next to it.
Make any edits to the text of the status, and once you are happy with these edits, click outside of the status. The changes you have made will be automatically saved when you do this.
If you wish to edit more than one status, repeat steps 3 & 4 as necessary.
Once you have edited your status(es), any changes you have made will become visible when users add Status information to profiles.

How to Delete a Status

The below steps will guide you through the actions required to delete a Status in Beamery.

First, navigate to Settings by clicking on your name in the top right-hand corner of your screen.
Select Statuses from the Settings menu, under the Customize Beamery heading.
On the Statuses page, locate the status that you would like to delete, and click the trashcan icon next to it.
In the modal that appears, click confirm to confirm that you would like to delete the status.
If you wish to delete more than one status, repeat steps 3 & 4 as necessary.
You have now deleted your status(es). Statuses that you have deleted will be removed from contact profiles in Beamery, and will no longer be available to users who are updating status information on profiles.

How to Create a Source

The below steps will guide you through the actions required to create a new Source in Beamery.

First, navigate to Settings by clicking on your name in the top right-hand corner of your screen.
Select Sources from the Settings menu, under the Customize Beamery heading.
Scroll to the bottom of the list of Sources, and click Add New Item.
Click inside the field and type your new Source, and once you are happy with it, click the + icon to add your new source.
If you wish to add more than one source, repeat steps 3 & 4 as necessary.
You have now saved your new source(es), and they will become available for users to add to profiles.

How to Edit a Source

The below steps will guide you through the actions required to edit a Source in Beamery.

First, navigate to Settings by clicking on your name in the top right-hand corner of your screen.
Select Sources from the Settings menu, under the Customize Beamery heading.
On the Sources page, locate the source that you would like to edit, and click on the pen icon next to it.
Make any edits to the text of the source, and once you are happy with these edits, click outside of the source. The changes you have made will be automatically saved when you do this.
If you wish to edit more than one source, repeat steps 3 & 4 as necessary.
You have now edited your source(es), and any changes you have made will become visible when users add Source information to profiles.

How to Delete a Source

The below steps will guide you through the actions required to delete a Source in Beamery.

First, navigate to Settings by clicking on your name in the top right-hand corner of your screen.
Select Sources from the Settings menu, under the Customize Beamery heading.
On the Sources page, locate the source that you would like to delete, and click on the trashcan icon next to it.
In the modal that appears, click confirm to confirm that you would like to delete the source.
If you wish to delete more than one source, repeat steps 3 & 4 as necessary.
You have now deleted your source(es). Sources that you have deleted will be removed from contact profiles in Beamery, and will no longer be available to users who are updating source information on profiles.

In Summary…

Status and Source information allows for nuanced candidate tracking and attribution in Beamery, and well-managed Status and Source fields make it easy to filter and report on this information.

Additional Resources:

Getting the Most from Candidate Statuses

How to Update a Candidate’s Status or Source

Getting the Most from Candidate Sources

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