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To add the OOM rule action,:
- Locate the Approval Step you wish to use to determine the Order of Merit.
Note: It is best practice to add this rule to the final Approval Step in the process to ensure you only get the candidates sitting on the final Order of Merit.
2. Click the Add Rule link.
Note: If you already have an Approval Step built with basic rules, all you will need to do is add the OOM action.
3. Complete the Manage Rule screen; be sure to use the decision question in the Approval Form as the Source Question.
4. Click the Save button.
Note: For more information on how to setup rules in an Approval Step, see the Approval Step Configuration Guide.
5. Now you will see the Add Action link appear at the bottom of the screen, click this link.
6. This will take you to the Manage Rule Action screen. Select the Set OOM option from the Action Type dropdown list.
7. Select which candidates from the Approval Step will be placed on the Order of Merit – you can choose from either the Successful or Unsuccessful candidates (usually it is Successful candidates, but this depends on the particular Approval Step that the Rule is based upon).
8. Click the Save button.
9. The completed rule will look like so:
The OOM functionality has now been successfully set up and is now ready for use.
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