Archiving opportunities

Archiving an opportunity from a candidate profile

Start by opening the candidate profile. If a candidate is being considered for more than one job, they will have multiple opportunities listed in the upper right of their candidate profile. Make sure that the appropriate opportunity is selected before proceeding.

For example, in the image below the candidate is actively being considered for two roles - an Associate Product Manager role and a UX Designer role. Having decided that Oren would be a better fit for the Associate Product Manager role, the recruiter would like to proceed with archiving the UX Designer opportunity from Oren's candidate profile.

• Select the desired opportunity.

• Click the Archive button next to the stage field on the candidate profile.
  • If a candidate has multiple active opportunities, you will be provided with an option to archive those additional opportunities as part of this single archiving action. In this example, the additional opportunity is not selected.
• Select an archive reason from the menu.

• Click the blue Archive button below the menu to archive the opportunity immediately.

The process is complete and the opportunity will move to the Archive. 

• If you wish to send the candidate an email as part of the archiving process, tick the Send email checkbox below the menu and click the Next button.

The email editor will open, allowing you to compose an email to the candidate. Once you have you have composed your email, click the Archive + Send Now button to archive the candidate and send the email. Alternatively, click the Delay Until...button to archive the candidate immediately while holding the email until a specific date or time.

Once an opportunity has been archived, it will appear in the candidate profile crossed off on the candidate profile.

The opportunity will now be listed in your pipeline archive under the corresponding archive reason.

If you wish to temporarily exempt an opportunity from your pipeline activity without fully archiving it, consider snoozing the opportunity instead. To learn more about snoozing opportunities, refer to our help article on snoozing opportunities.

Updating an opportunity's archive reason

You may find that you need to change an opportunity's archive reason in light of new information, or as part of your regular data hygiene practices.

To update an opportunity's archive reason: 

• Click into an opportunity to open the corresponding candidate profile.
• Click Edit on the archive reason banner.
• Click Edit Archive Reason on the dropdown and select an archive reason from the list that appears.

Unarchiving an opportunity from a candidate profile

Start by opening the candidate profile. For candidates with multiple opportunities, be sure you have selected the correct opportunity in the upper-right of their profile.

Next, click Edit on the grey bar listing the archive reason on their profile. In the menu that appears, select Undo Archive. The candidate profile will reappear in your recruitment pipeline at the last stage it had reached prior to being archived.

Archiving and unarchiving opportunities in bulk

Bulk archiving actions can be taken from the candidate pipeline view in Lever. To learn more about archiving and unarchiving opportunities in bulk, refer to our help article on archiving opportunities in bulk.

Opportunities can be archived in bulk from the Lead, Applicant or Interview sections of the pipeline. To archive more than one candidate at a time, start by ticking the corresponding checkboxes next to the names of the candidates whose opportunities you wish to archive. Click the Archive button that appears above the candidate list.

Opportunities can be unarchived from the pipeline archive. To unarchive multiple candidates at a time, ticking the corresponding checkboxes next to their names and click the Unarchive Opportunities option under the ˇ button that appears at the top of the candidates list.