New applications appear only in Intake or on the Job Dashboard for the Job the candidate applied to. They do not become Contacts until someone approves or rejects them, in either Intake or the Job Dashboard. The Application Approval section of Applicant Intake Settings controls what happens at that step. Auto-Approve Applications skips the review entirely. Assign Ownership On Approval makes the approving user the owner of the new Contact. If you only want ownership assigned, leave Auto-Approve Applications disabled.
Open Applicant Intake Settings
Select Settings, and then, under Advanced, select Applicant Intake Settings.
Scroll to the Application Approval section, and choose your settings.
Select Save at the top of the page.
Auto-Approve Applications
When Auto-Approve Applications is set to Enabled, every new application is converted straight into a Contact, with no review in Intake or on the Job Dashboard. The new Contacts are visible throughout Crelate right away.
Before you turn it on, consider the trade-off:
No one reviews applications first. Every applicant becomes a Contact, including applicants you might otherwise reject or block in Intake.
No new-application indicator. The indicator for new applications no longer appears on the Job Dashboard.
No owner is assigned. Contacts created by auto-approval have no owner, so you will need to assign owners yourself.
To review each application before it becomes a Contact, leave this setting Disabled. See Managing New Applicants Via Intake.
Assign Ownership On Approval
This setting appears only when Auto-Approve Applications is set to Disabled, because it applies to applications approved manually in Intake or on the Job Dashboard. This setting appears only when Auto-Approve Applications is set to Disabled, because it applies to applications approved manually in Intake or on the Job Dashboard. Contacts created by auto-approval do not have an owner assigned.
This setting applies only to applications approved manually in Intake. It does not apply when Auto-Approve Applications is enabled. Rejecting or blocking an application does not assign ownership.
💡 Pro Tip: To make sure every new Contact from your portal has an owner, keep Auto-Approve Applications disabled and turn on Assign Ownership On Approval. Each application is then reviewed, and the approving user becomes the owner.
Key takeaway
Open Settings, Advanced, Applicant Intake Settings, and scroll to Application Approval. Auto-Approve Applications converts every new application into a Contact with no review, removes the new-application indicator on the Job Dashboard, and leaves the new Contacts without an owner. Assign Ownership On Approval makes the approving user the owner, and it appears only when Auto-Approve Applications is disabled. Select Save after making changes.
What's Next?
Want to learn how to manage your intake? Or looking to learn about your job portal and publishing jobs? Check out our content below!