Track Applicants
Track applicants and applicant information.
22 articles
Update or Edit an ApplicationIn Double Nickel, you can make edits to applications or enter information for applicants as needed. Read the guide below to learn how to make updates to an application in…
Update an Applicant's Stage or StatusHow to change an applicant's stage or status in Double Nickel to move them along in the application process.
Search for Applicant by Name or Phone NumberHow to search for an applicant using the applicant's name or phone number.
Send Adverse Action NoticesIn this article, you'll learn how to send Adverse Action Notices in Double Nickel.
Share a Link to the Double Nickel ApplicationHow to send a link to potential applicants to start the application process.
Adding Tags to ApplicantsHow to add tags to applicants in Double Nickel.
How to Download / Export a CSV for ReportingIn this section, we’ll show you how to download or export a CSV file for reporting purposes. Follow these steps to quickly retrieve applicant data.
How to Filter for Applications That Are in ‘Pending Review’ & ‘Completed’ StatusIn this section, we’ll show you how to filter applicants based specifically on their application status so you can quickly view which applications are pending review and which ones are…
Filtering Applicants in Different StagesIn this section, we’ll show you how to filter applicants based on their current stages in the hiring process.
Filtering Applicants for Specific Regions Using Zip Code and RadiusIn this section, we’ll show you how to filter applicants based on geographic location using zip codes and radius settings.
How to Create and Use Custom FieldsCustom Fields allow you to create internal, configurable fields to track applicant information that is not collected during the initial application.
How To Create and Manage Tags for ApplicantsIn this section, we’ll show you how to create, edit, and use tags to organize and filter applicants.
How to Update the Stage for Multiple Applicants at OnceChange the stage or status for multiple applicants at once with bulk actions.
How to Archive and Unarchive an ApplicantLearn how to archive and unarchive applicants in Double Nickel to keep your applicant pipeline organized.
How to Use Bulk Actions for ApplicantsHow to perform bulk actions on multiple applicants at once, including sending text messages or emails in bulk, updating applicant stages, and requesting e-signatures, trainings, or background checks for multiple…
How to Merge Duplicate ApplicantsIn this section, we’ll show you how to merge duplicate applicant profiles into one. This helps keep records clean and ensures all information, assignments, and activity are combined in a…
What is the 'All Applicants' count in Double Nickel, and how does it work?
Share an Applicant to Another CompanyThe Share an Applicant feature allows you to share an applicant’s profile with another company account. This us helpful when you have multiple company entities and need to transfer an…
How to Enable Expiration Tracking & Set-Up Automated Reminders in Double NickelIn this section, we’ll show you how to enable Expiration Tracking and set-up notification rules, as well as how to apply these settings to existing drivers.
How to Manage Expiration Tracking in Double NickelIn this section, we’ll show you how to use Expiration Tracking in Double Nickel. This feature helps your team monitor document expirations, track upcoming deadlines, and manage notifications from one…
How to Update the Status of an Expiration TrackerIn this section, we’ll show you how to update the status of an expiration tracker, including marking it as renewed, canceled, or archived.
How to Find and Fix Missing Expiration DatesIn this section, we’ll show you how to identify documents with missing expiration dates and how to update them so they can be tracked.