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Control Admin Checklist Visibility by Candidate Status

Control when admin checklist items become visible based on a candidate's primary and secondary statuses. By configuring status-based visibility, you can ensure checklist items are displayed only at the appropriate stages of the candidate workflow, helping keep administrative tasks organized and relevant.

Let’s get started 🚀

Step 1: Log in to your agent dashboard, then click Candidates from the navigation bar.

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Step 2: Open the candidate profile where you want to configure admin checklist visibility.  

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Step 3: Scroll down and navigate to the Checklist section. 

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Step 4: Click the Admin Checklist Settings icon.

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Step 5: Locate the Select the primary status each candidate admin checklist item becomes visible at setting. 

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Step 6: From the Visible Status column, select the primary status at which the corresponding admin checklist item should become visible next to the required checklist.  

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The setting will be saved automatically.

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Step 7: Locate the Select secondary statuses corresponding with each candidate admin checklist item setting.

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Step 8: From the Secondary Status column, select the secondary statuses for which the corresponding admin checklist item should become visible. 

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The setting will be saved automatically.

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The selected admin checklist item will now become visible only when the candidate matches the configured primary status and one of the selected secondary statuses.  

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