How do I resolve an escalated Candidate activity from Insights?

The Candidates tab in Insights flags candidates awaiting a hire or reject decision and lets you jump straight to My Actions to review and action them.


What You'll Need:


  • Administrator access
  • At least one escalated Candidate activity in your organisation

Time Required: 3 minutes


Instructions


Step 1: Open Insights and go to the Candidates tab


  • From the left navigation, select Insights
  • Select the Candidates tab
  • In the Overview section, locate Escalated Activities, which shows the number of Candidate activities that require admin review and resolution

Step 2: Select My Actions to be redirected


  • Select My Actions next to Escalated Activities
  • You'll land on My Actions, with Candidates selected and the Escalations tab open, on the Overdue sub-tab by default

Step 3: Choose the escalation group you need to resolve


Escalations are grouped into three sub-tabs, each with its own resolution journey:

  • Overdue: activities past their due date that haven't been completed. These are resolved with a single Remind action.
  • For Review: activities the candidate has submitted that require admin approval before they can move forward. These are resolved by approving, rejecting, or resending the activity.
  • Rejected: activities already marked as not accepted, kept here for your reference.

Step 4: Resolve an Overdue activity


  • Select the ⋮ (three-dot) icon at the end of the row for the activity
  • Select Resolve
  • In the Resolve (with Comment) panel, select Remind from the dropdown
  • Enter a comment explaining the reminder, this field is required
  • Select Submit

💡 Pro Tip: Once an overdue activity has been reminded, it can't be reminded again, the candidate sees it flagged as urgent in their app instead.


Step 5: Resolve a For Review activity


  • Select the ⋮ icon at the end of the row for the activity
  • Select Resolve
  • In the panel, choose the outcome that reflects your decision:
  • Mark as Accepted: approves the submission as meeting requirements
  • Mark as Not Accepted: records the submission as not meeting requirements
  • Resend: sends the activity back to the candidate for another attempt
  • Enter a comment explaining your decision, this field is required for all three options
  • Select Submit

Common Questions


Q: Can I resolve the same Overdue activity more than once?

A: No. Once you've sent a Remind, the option is no longer available for that activity.


Q: What happens after I submit a resolution?

A: The candidate is notified in the app, and the activity's status updates in My Actions to reflect your decision.


Need Additional Help?


Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com.