Schedule a Meeting (Candidate)

Use this workflow to schedule a meeting between the candidate and the staffing manager or recruiter. This workflow can be run from the Meetings Segment or the Candidate Activities workflow menu.

1. Select the Schedule a Meeting from the Candidate Activities menu.
2. Update the necessary information; fields in red are required to complete the workflow.
3. 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.
4. You can invite up to 10 other account managers or recruiters to attend the meeting.

5. Click Confirm to complete the workflow.

   

6. If there is another event on the candidate’s calendar a Confirmation box will open to alert of the conflict. Click Add to accept the conflicting event or Cancel to return to the schedule a meeting window and change the date or time of the event.

   

7. After the workflow is complete the Meeting segment will refresh to display the new event record in the list box.

   

8. Verify the Meeting Scheduled entry posted to the journal.