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Recruiting: Setting Up Candidate Follow-Up Reminders

Steps to create, view, and edit candidate follow-up reminders in Recruiting.

OVERVIEW

  • You might want to set a follow-up reminder on a candidate to remind yourself of an action that must 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 keep track of things 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. The Set a Follow-Up popup window appears. 
  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) appear 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. 

05/10/24 318 views


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