Transitioning to a Two-Step Application Process

Transitioning to a Two-Step Application offers organizations a structured approach to manage unsupported fields in their application process. This guide outlines various options, considerations, and steps to effectively implement a two-step application setup.

In this article:
Transitioning Options
Alternate Options
Reporting Considerations
F.A.Q.
Related Articles

Please Note:

If edits are made to an existing application, these updates will reflect across all active requisitions where that application is in use. Editing existing applications is recommended if you have several open requisitions that you will be using immediately.

The following fields are NOT supported on Indeed:

• Embedded Forms
• Videos
• Third-Party Assessment Tests
• Multiple Languages
• WOTC Redirect
• Pronunciation Tool
• Picture Upload in Application
• Custom Redirects

Transitioning Options

With the enhancement to the Indeed Apply integration, organizations with unsupported fields in their application have several options:

If using a one-step application with unsupported fields

Organizations can transition to a two-step application and move the unsupported application fields from the initial portion to the detailed section. This allows organizations that have required questions from unsupported fields to be able to capture that information on the second step of the application. Instructions below:

1. Navigate to your applications, Tools > Setup > Applications.
2. Click Edit on the application you need to modify.
3. In the detailed section, organizations can add the unsupported question types. When a candidate is done with the Initial section on Indeed, they will be sent to ClearCompany, where users can then send the detailed section to complete.
4. To move questions to a detailed section, navigate to the application question and take note of the question name or field. As of now, application questions cannot be moved: users will have to delete the question from the initial portion of the application and re-add it to the detailed section.
   
   1. Navigate to the Detailed Section.
   2. Using the left bar, users can find questions under System Fields or Saved Fields. Users can also search using the top search bar.
   3. Add the question to the detailed section.
   4. If a question is duplicated, users will see an error message.
   5. Next, delete the question from the initial section and make sure it lives only in the Detailed Section.
5. Repeat the above for all the questions that are being moved.
6. Under Settings, we recommend enabling the On Hold email, which will help encourage applicants to finish the entire application. Refer to: Job Application: Settings.
7. When done adding and removing questions from the section, click Save & Close.
8. On the same application, click Rules.
9. The rule is always placed on the last section of the initial portion of the application. Keep in mind which section that is.
10. Click Add.
11. Under Condition, select Always.
12. Under Action, click Add, set to Wait for Recruiter Input.
13. For more information on setting up rules in your application, refer to: Application: Rules (Overview).
14. When the applicant finishes the last initial section, they will be done with the first part, and the recruiter will then be able to send the second part. To learn more about a two-step application, refer to the Two-Step Application Process.
15. When done, click Save.

If using a two-step application

Organizations can adjust applications to move any unsupported question types to the detailed portion, thereby capturing only basic/needed information in the initial portion. Instructions below:

1. Navigate to your applications, Tools > Setup > Applications.
2. Click Edit on the application you need to modify.
3. Under the Initial section in your application,  you'll place only your most critical, need-to-know questions:
   • First Name
   • Last Name
   • Email
   • Phone Number
4. Under the Detailed section of your application, include the rest of your application questions. These will be sent to the candidate by the hiring manager/recruiter to complete within ClearCompany.
5. Under Settings, we recommend enabling the On Hold email, which will help encourage applicants to finish the entire application. Refer to: Job Application: Settings.
6. When done adding and removing questions from the section, click Save and Close.
7. On the same application, click Rules.
8. The rule is always placed on the last section of the initial portion of the application. Keep in mind which section that is.
9. Click Add.
10. Under Condition, select Always.
11. Under Action, click Add, set to Wait for Recruiter Input.
12. When the applicant finishes the last initial section, they will be done with the first part, and the recruiter will then be able to send the second part. To learn more about a two-step application, refer to the Two-Step Application Process.
13. When done, click Save.

For more information on setting up rules in your application, refer to: Application: Rules (Overview).

Transition to a one-step application from a two-step application

Organizations can adjust applications to move only supported questions to the initial section and remove the detailed portion of the application altogether if they are not needed for compliance reasons.

1. Navigate to your applications, Tools > Setup > Applications.
2. Click Edit on the application you need to modify.
3. Navigate to the Detailed section.
4. Hover over a question and click Delete. Delete all the questions from the Detailed section.
5. Navigate to the Initial Section, using the Saved Fields, System Field, or search bar, find the question, and drag and drop it to the application's initial section. Repeat this process until all the questions have been added.
6. When done, click Save & Close.
7. If this application has Rules, confirm they are updated to remove any rule noting Wait for Recruiter Input. This will allow your application to be sent in its entirety to Indeed.

Alternate Options

Disable Indeed Apply

While this would require all candidates on Indeed to be redirected to fill out the entire application (including any unsupported questions), this is not recommended as this will impact candidates’ overall application completion rates and reporting.

Make no changes

Organizations can decide not to make any changes to their application. Keep in mind:

• When applying through Indeed or LinkedIn, the applicant will see everything except unsupported questions.
• For those applicants applying through Indeed or LinkedIn, the application will show as "Complete" in ClearCompany when they become a candidate (although their candidate record will not have the application questions that are not supported) as the completion status is based on finishing application pages, not finishing specific questions.

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Reporting Considerations

Reporting Overview

In a two-part application setup, only candidates who complete Part 2 are considered to have a "complete" application. To manage this effectively:

• Organizations can configure rules that place candidates in specific workflow stages based on their application progress.

• These stages can help clearly differentiate between candidates who:

  • Completed only Part 1

  • Completed both parts

  • Candidates who dropped off.

• With ClearInsights, organizations can analyze application progress, identify drop-off points, and view completion percentages.

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F.A.Q.

What happens if a candidate does not complete an application?

Indeed only sends candidates who finish the application on Indeed. They don’t send prospective candidates who abandon the questions.

If an active application is updated/changed, what happens to historical applicant data?

ClearCompany snapshots applications, and that includes creating different versions as an applicant makes updates to their information.

Situation	Description
Editing an application: In-progress candidate application	The existing candidate version is untouched and appears as the prior version of the application. Candidate updating their active application will have access to the new version of the application template. A candidate who saves the updated application will create a new version of the application for the candidacy.
Editing an application: complete the candidate application	No impact. The snapshot remains with the prior version of the application template.
Deleting an application (no replacement): in progress candidate application	The existing version of the candidate's application is snapshotted and not impacted.
Deleting an application (and replacing the application with a different one on the requisition): in-progress candidate application	The existing version of the candidate's application is snapshotted and not impacted. When the candidate accesses the application to continue, they will see the newly associated application.
Deleting an application: completed application	The existing version of the candidate's application is snapshotted and not impacted.

What happens if a candidate only completes Part 1 of the application?

Candidates will remain in the stage "Applicant Completed Part 1" and are not considered to have completed the application.

How does this affect the Application Completion Rate Report?

The Application Completion Rate Report only counts candidates who complete Part 2 as “completed applications.” Those who stop after Part 1 will be considered incomplete.

Related Articles

Job Application: Settings
Application: Rules (Overview)
Two-Step Application Process