Activities

Activities are Interviews and Calls registered for particular candidates.

Add new interview

In order to add a new Interview, go to Activities listing, click on Add New and choose Interview.

Activities

Fill in the following fields:

What – Interview name or any other relevant details.

When – Start and end date and time of the Interview (tick “all Day”, if it’s going to take whole day or you don’t know exact time).

Where – Specify place where Interview will take place.

Description – Short description or plan of the Interview.

Reminders – Set when you would like to be reminded about this Interview (you can add more than one reminder).

Recurring – If this Interview will take place more than once in regular time intervals, you can set up recurring settings. Firstly, specify how often it’s going to repeat, then once in how many days it will repeat, and finally when it should stop.

Links – You will need to link this Interview to particular Candidate. Press Add Link, choose Link To – Candidate and search him/her in the appeared look-up field (you can link Interview to more than one Candidate).

Add new call

In order to add a new Call, go to Activities listing, click on Add New and choose Log a Call.

Activities

What – Call name or any other relevant details.

Call Type – Choose if this call will be Inbound or Outbound.

When – Start and end date and time of the Call (tick “all Day”, if it’s going to take whole day or you don’t know exact time).

Where – Specify place where Call will take place.

Description – Short description or plan of the Call.

Reminders – Set when you would like to be reminded about this Call (you can add more than one reminder).

Recurring – If this Call will take place more than once in regular time intervals, you can set up recurring settings. Firstly, specify how often it’s going to repeat, then once in how many days it will repeat, and finally when it should stop.

Links – You will need to link this Call to particular Candidate. Press Add Link, choose Link To – Candidate and search him/her in the appeared look-up field (you can link Call to more than one Candidate).

Activities can also be add directly from Candidates and Shortlists listings, with the help of Action menu.

See also