Overview

• You might want to set a follow-up reminder on a candidate to remind yourself of an action that must be taken. 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.

Create a Follow-Up Reminder

1. Open the Candidate Profile for the candidate you want to create a follow-up for, and in the right corner, click the clock icon. 

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

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

Review All 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).

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.