Order and Candidate statuses 

Order's and Candidate's statuses guide you through the workflow of your order in Einstein II VMS and prompt your further steps. Some statuses are changed by the system automatically depending on the predefined logic, while others need to be set manually.

  • To move Candidates between certain statuses within an order workflow, you might need specific permissions.
Order workflow step Order's/position's status Candidate's status
Organization creates a draft of an order and saves it for later without submitting it. Incomplete None
Organization submits the order.

[Custom] (if a custom step(s) is configured for the order workflow.)

 None
Open (if no custom step(s) is configured for the order workflow.)
Organization approves the order in the custom status (if a custom step(s) is configured for the order workflow.)
  • Next [custom] status (if configured.)
  • Open (if no more custom steps are configured for the order workflow.)
 None
Agency applies at least one Candidate for the order. In Progress Applied

Organization shortlists the Candidate (Optional).

 In Progress Shortlisted

The shortlisted Candidate attends an interview (Optional).

  • This is a custom step. If you don't have it configured for your Einstein II account and you need it, contact your Administrator.
 In Progress Interview
Organization offers a position to the Candidate. In Progress Offered

Organization rejects the Candidate.

OR

Agency rejects the offer.

  • The system can also automatically reject the Candidate (not accepted/onboarded yet) after the order is closed or filled (depending on the configuration).
  • Open (if there are no more Applied/Shortlisted/Custom/
    Withdraw/Offered/Accepted/
    Onboard Candidates
    available for the order.)
  • In Progress (if there are other Applied/Shortlisted/Custom/
    Withdraw/Offered/Accepted/
    Onboard Candidates
    available for the order.)

Rejected
(an Agency may not reapply this Candidate
to the same order; but the Organization can revert them to their previous status within this order.)

  • Reverting a Rejected Candidate is possible only if:

    1. You have permission to do this.
    2. A Candidate was rejected by the Organization (not an Agency).
    3. An order is in the Open or In Progress status.
    4. An order has not reached its submission limit yet.
Agency withdraws the Candidate in Applied, Shortlisted or custom status (Optional).
  • Open (if there are no more Applied/Shortlisted/Custom/
    Withdraw/Offered/Accepted/
    Onboard Candidates
    available for the order.)
  • In Progress (if there are other Applied/Shortlisted/Custom/
    Withdraw/Offered/Accepted/
    Onboard Candidates
    available for the order.)
 Withdraw
(Agency may reapply this Candidate
to the same order later;
Organization may not edit any information
or status for this Candidate.)
Agency accepts the offer.

Position is created: In Progress (Accepted)

Order: In Progress

 Accepted
Organization onboards the Candidate.

Position: Filled

Order:

  • Filled (if all its positions are filled.)
  • In Progress (if not all of its positions are filled.)
 Onboard

All Filled order positions reach the next day after their Actual End DateThe last day the Candidate will work, and no more unclosed positions are left in the order

 Closed

Offboard
Organization cancels a Candidate prematurely

Position: Closed

Order:

  • Closed (if there are no more Applied/Shortlisted/Custom/
    Withdraw/Offered/Accepted/
    Onboard Candidates
    available for the order.)
  • Filled or In Progress (if there are other Applied/Shortlisted/Custom/
    Withdraw/Offered/Accepted/
    Onboard Candidates  available for the order.)
 Cancelled

Re-order statuses

Re-order workflow step Re-order's/position's status Candidate's status
Organization creates a re-order.

Open

Not Applied (in the scope of the current re-order.)

  • The Candidates must have
    the Onboard status on the corresponding
    Open Per Diem order to accept re-orders.
Agency accepts the Candidate and offers a different bill rate. In Progress B.R Pending
Organization offers a different bill rate. In Progress B.R. Offered

Agency accepts the Candidate without offering a different bill rate.

OR

Organization onboards the Candidate without offering a different bill rate.

Position is created: Filled

Re-order:

  • In Progress (if not the last position in the re-order.)
  • Filled (if the last position in the re-order.)
 Onboard
Organization/Agency rejects the Candidate
  • In Progress (if not the last position in the re-order.)
  • Open (if the last position in the  re-order.)
 Rejected
All Filled re-order positions reach the next day after their Actual End DateThe last day the Candidate will work, and no more unclosed positions are left in the re-order. Closed Offboard