Closing Candidates

6 November 6, 2024

How to close Candidate records and keep your pipeline small and clean.

(5 mins)

Close Out Candidates in franchizemanager

Maintaining an organised Candidate pipeline in franchizemanager  ensures efficient franchise recruitment. Regularly closing out inactive Candidates helps keep the open pipeline focused on active prospects. 

Why Close Out Candidates?

Only Candidates actively moving toward a franchise agreement should remain in the “Open” bucket. Moving inactive or declined Candidates to the “All” bucket helps maintain a clear view of viable Candidates, making the open pipeline more manageable.

Close Out a Candidate

  1. On the left, click Candidates.
  2. Open the Candidate’s profile.
  3. At the top, click Change Status >  Close / Onboard Candidate.
  4. A window will pop up. Choose one of the outcomes:

     

    • Appointed Franchise: The Candidate has signed the franchise agreement, have been appointed as a franchisee and is ready to move to onboarding.
    • Declined by Us: You, as the franchisor, decided not to proceed with this Candidate.
    • Declined by Candidate: The Candidate has chosen not to continue the process.
    • Timed Out: The Candidate has been inactive or unresponsive over an extended period.
  5. Add any relevant notes that may assist in future reference or reporting.
  6. Choose an outcome reason.
  7. At the bottom, click Save.
  8. The Candidate’s status will now display as “Closed.”

Automate Closures for Inactive Candidates

To streamline the process, you can set a rule to automatically close Candidates who have been inactive for a specific period (e.g., 120 days). This setting will move inactive Candidates to the “Timed Out” status, helping you keep the open pipeline focused only on active Candidates.

Edit Closed Candidates

  1. Open the Candidate’s profile.
  2. Go to Outcome section of the Candidate profile.
  3. Change the notes, dates, or outcome reason as needed.

Reopen a Closed Candidate

If a closed Candidate re-engages, change their status back to Work in Progress:
  1. Open the Candidate’s profile.
  2. At the top, click Change Status > Set to WIP (Work in Progress).
  3. A confirmation window will pop up. At the bottom, click Yes.
  4. The Candidate’s status will be set back to WIP.

Customise Reasons for Closing Candidates

Customising closing reasons helps provide tailored data for reporting and analysis.
  1. On the left, click Admin.
  2. Go to “Candidates.”
  3. Under “Candidate Outcome Reasons,” click Edit Outcome Reasons.
  4. At the top, click Add New Outcome Reason.
  5. At the end of the list, a new row will be added.
  6. Enter the outcome reason in the new row. 
  7. At the top, click Save Changes.
  8. To delete outcome reasons, click Delete.

Conclusion

Closing out Candidates in franchizemanager  keeps your open pipeline focused on active prospects, streamlining franchise recruitment efforts. With automated timeouts and customised closing reasons, you can maintain an accurate, up-to-date pipeline that reflects your recruitment progress and supports data-driven decision-making for franchise growth.