Present to Client (Assignment)

Use this workflow to advise the Client that potential Candidates are available to fill the Job Order.

1. Select Present to Client from the Assignment Activities menu from the Activities drop-list.

   You must select at least one Candidate on the Submittal Tracking segment to present from the list box prior to starting the workflow.

2. The Present Candidate(s) to Client workflow will open in a new window.

   The candidates must have a Resume to continue with this workflow.The checkbox before the Email field allows you to indicate whether you want Adapt to generate an email. A check indicates you want the email. An empty box indicates you do not want the email.

3. Choose which Resume to email to the client; by clicking on the buttons to the right of certain fields, a new window will appear that will let you search and find information for that specific field.

4. Click Confirm to complete the workflow.

   

5. After confirming the workflow a pre-formatted email will open, with the Candidate(s) Resume(s) attached, ready to send to the Client.

   

6. The Candidate's submittal status will be updated to Presented.

   

7. Check the journal to confirm the Candidate Presented entries were posted. The activity details will be saved and will be available for reporting purpose.