Move Applicants | Fountain Help Center

Move Applicants

Learn how to move applicants between stages or openings individually or in bulk and understand stage revisit functionality.

Move Applicants to a new stage

To move a single applicant, follow the steps below:

Navigate to the applicant's Applicant Profile.
Click More Actions.
Click Move To Stage in the dropdown.
Select the stage you want to move the applicant to.

To perform bulk actions and move multiple applicants at one time, follow the steps below:

Navigate to the Applicant Table or Universal Applicant View and click the checkboxes next to the applicants you wish to move.
Click Move to Next Stage to move the applicants to the next stage in the workflow.
OR select Move to, and then choose the stage you would like to move the applicants to.
After you select Move to and choose the stage(s) you would like to move the applicant to, click Submit.

Move Applicants to a New Opening

In addition to moving applicants from one stage to another, applicants can also be moved from Opening to another.

To move a single applicant to a new Opening, follow the steps below:

Click More actions next to the applicant and select Move to.
Select a new Opening to move the applicant to, and if desired, choose a stage within that Opening. Fountain recommends that you move the applicant to the first stage in the new Opening.
Click Submit to move the applicant to the new Opening.

Move Applicant: Key Considerations

When to use Move Applicant

Use Move Applicant when: correcting a one-off routing mistake, re-running an allowed stage, or moving someone forward/back to the right point in the same workflow.
Don’t use it when: you need to change the applicant’s underlying data/eligibility, re-run a vendor integration that can’t be revisited, or bulk-fix many applicants (point them to bulk actions / workflow changes / support, depending on your product options).

Before you move someone

Confirm which stage they’re currently in and what you want them to experience next.
Check whether the destination stage is revisitable (link to / reference the “Stages that Allow Revisits” table).
If the stage triggers integrations/communications, confirm whether those will re-send/re-run (or won’t).

What changes when you move an applicant

Stage status history / completion state
Whether the applicant can re-complete tasks
Whether auto-advance will happen (or not)
Potential impact on downstream stages dependent on earlier results (assessments, background check consent, forms, etc.)

Stages that Allow Revisits

Some stages may be completed more than once, as shown in the following table.

What “Revisit” means in this table “Revisit” indicates whether an applicant can go through the stage experience again after being moved backward. If a stage type is Not Allowed, moving the applicant back won’t make them redo the stage—often they’ll see a completion message and may not auto-advance. Check the table below before moving applicants to a previously completed stage.

Stage Type	Revisit	Details
Data Collection	Not Allowed	Applicant will see a success message and will not auto-advance, even if Automatically move applicant to next stage after data is collected is enabled.
Custom	Allowed	Applicant will experience the stage again, and will be moved based on stage settings.
Learning	Not Allowed	Applicant may not complete a learning stage more than once. They will respond to rules based on the results from the test already taken.
Personality Assessment	Not Allowed	Applicant will see a success message and will not auto-advance, even if Automatically move applicant to next stage after data is collected is enabled.
Video Recording	Not Allowed	Applicant will see a success message and will not auto-advance, even if Automatically move applicant to next stage after data is collected is enabled.
Document Signing	Allowed	Applicant will experience the stage again, and will be moved based on stage settings.
I-9 Form	Allowed	Applicant will experience the stage again, and employee Section 1 fields will be blank allowing them to refill in the information.
MultiStage	Allowed	Applicant will experience the stage again, but will not be able to revisit any already completed items within the stage.
Scheduler	Allowed	Applicant will experience the stage again, and will be moved based on stage settings.
Tech Check	Allowed	Applicant will experience the stage again, and the stage will be marked as Incomplete
W4 Federal Form	Allowed	Applicant will experience the stage again, and employee fields will be blank allowing them to refill in the information.
W4 State Form	Allowed	Applicant will experience the stage again, and employee fields will be blank allowing them to refill in the information.
Background Check	Not Allowed	If the applicant has already consented to the background check, the consent email will not be sent. Applicant will be moved based on stage settings.

Try It Out!

Click the image below to practice taking action on an applicant: