Why Use Follow-Ups?

Set a follow-up reminder on a candidate's profile to remind you of an action you must take. 

For example, if you have a candidate you want to pursue, but they are out of town, you can set a reminder to follow up with them when they return. 

The Follow-Up feature is a great way to help you track what you must do in the future.

Steps to Create a Follow-Up Reminder

1. Log in and go to People > Hiring > Applicant Tracking. The Recruiting dashboard appears. 

2. To create a follow-up for, go to the candidate's Profile, and on the top right, click the clock icon. The Set a Follow-Up popup appears.

3. Select a due date for the follow-up, and in the Comments field, enter comments if applicable.

4. Click Save. The follow-up (including the comments) appears as a new message in the candidate's comment history.

Steps to Review Previously Created Follow-Ups

You can review all follow-ups you create by clicking Follow-Ups on the left navigation pane.

You can also view the current candidates with follow-up appointments from your Home dashboard (the clock icon appears next to their name).

Steps to Delete or Modify a Follow-Up

1. On a candidate's profile, open the candidate record with a set follow-up, and then click the clock icon. A menu appears.