Skip to main content

Set up the Long-Term Holding stage

Learn how to store and manage applicants for future consideration using the Long-Term Holding stage in Workstream.

Updated over a week ago

The Long-Term Holding stage lets you store applicants for an extended period so you can revisit them later.

Unlike the Review stage, which is meant for short-term evaluation, this stage is for applicants who aren’t an immediate fit but may be considered for future roles.

Use this stage to maintain an organized pool of potential candidates and easily review them as your hiring needs change.

The Long-Term Holding stage in the hiring process.
​

Step 1: Add and automate the Long-Term Holding stage

  1. Select ⨁ Add new stage, then select Long-term holding stage.

  2. Go to the Automation tab to set up automated actions for applicants.

    • When an applicant enters this stage:

      • Send them a message (default: Off) - Turn ON to send automated messages.

      • Mark them as hired (default: Off) - Turn ON to automatically mark applicants as hired.

    • When an applicant has been in this stage too long without being reviewed:

      • Reject them (default: Off) - Turn ON to automatically reject applicants after a set number of days.
        ​
        If you enable auto-reject, a pop-up window will appear where you can set how many days an applicant can remain in this stage before being automatically rejected.​

Step 2: Move applicants to the Long-Term Holding stage

You can move applicants to the Long-Term Holding stage to keep their profiles accessible for future review or possible re-engagement.

💡 For details on moving applicants between stages, visit the Manage applicant details article.

  1. Go to the Applicants page in Team View.

  2. Find the applicant you want to review.

  3. Use the Move to stage option and select the Review stage.
    ​


The applicant will remain in this stage until you decide to move them forward or archive them.

Step 3: Monitor applicants in the Long-Term Holding stage

After setting up the Long-Term Holding stage, you can easily track applicants stored there for future consideration.

  1. Go to the Applicants page in Team View.

  2. Use filters to view applicants in the Long-Term Holding stage.

  3. Select an applicant’s name to open their details and decide whether to move them to another stage, keep them on hold, or archive their application.
    ​

This view helps you maintain visibility over all potential candidates and manage them efficiently when new roles open.

Related Articles
Set up the Scheduling stage
Set up the Form stage
Set up the Background Check stage
Set up the Review stage
Set up the Hiring Complete stage
Did this answer your question?