Log Candidate Call within Search Result

Use these instructions to record a call for a single candidate within the current search result.

This workflow can only be completed from inside a saved search on one record at a time.

1. Hover over Searching on the navigator and then select Saved Results.
2. After selecting Saved Results, select a search that matches the corresponding Batch Activity category. For this workflow your search should be a Candidate Search.

3. In the Activities drop-list, select Batch Processes > Candidates > Calls & Emails > Log a Call.

   You can also open the saved search, select individual records then run the workflow from the Batch menu inside the search.

4. The Log a Call workflow will open in a new window. While updating the form notice that fields marked in red are required to complete the workflow; and that by clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field, or choose a date.

   

5. Click Confirm to complete the workflow. The activity details will be saved and will be available for reporting purpose.

6. Verify the workflow completed by viewing the Candidate Conversation via Batch entry and notes from the workflow are posted to the record’s journal.