1. Find the applicants you'd like to move to Apprentices
This is most likely based on their rank number. For example, to find the top 5 on the rank list, do a find for <5 in the rank field.
2. Go to the Interview > Setup tab
3. Move to Apprentices
If you're moving a single applicant, click the Create Apprentices button. If you're moving a found set of applicants, click the Batch Create button. This will automatically create new Apprentice records in the Apprentices module, tied to the Applicant, and pre-set the program to the program they applied to.
ℹ️ Create Setup
Use the Create Setup button to pre-set fields in the new apprentice record. This is useful for automatically pulling information from the Application record that doesn’t pull over by default, or for setting fields that are always applied consistently upon Apprentice creation.
Use the Create Setup button to pre-set fields in the new apprentice record. This is useful for automatically pulling information from the Application record that doesn’t pull over by default, or for setting fields that are always applied consistently upon Apprentice creation.
4. Archive the Application records
Now that these applicants have been accepted, you can Batch Archive and Change Status for them.
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