Package: Applicant Management System(AMS)

Forwarding a Candidate to a User or Contact

You can ask another person to take an action related to a Candidate using the Forward feature.

To assign an action task:

1. From within the Enhanced Applicant Management System, click the Forward icon in the Communication column for the Candidate you selected. The Forward dialog appears.
   

2. To assign the task to an internal user:

   • Select the Internal Forward radio button.

   • Next to the Assigned To field, click to open a search dialog and to select the person to whom the task has been assigned.

   • Click to open a list of options for the Subject field.

   • Select a value from the Priority drop-down list.

   • Select a Due Date by:

     • Clicking the box to display a calendar. This allows you to select any date.

     • Clicking the date link at the right. This inserts today's date into the field.

   • Optionally, enter Comments.

3. To send an email to an external user (Contact):

   • Select and display the External Forward radio button.

   • Next to the To field, click to open a search dialog and to select the person to whom the task has been assigned.

   • Enter another person's name in the Additional To field.

   • The CC field is automatically populated with the name of the user. You can enter a new name or click to open a search dialog and to select a person to include in the CC field.

   • Click to open a search dialog and to select a person to include in the BCC field.

   • Optionally, select a folder from the Folder drop-down list.
     
     Note: Only folders that you have access to are displayed in the Folder drop-down list.

   • Optionally, select a template for the email from the Template drop-down list. A template merges fields from the Candidate record with predefined text. If you select a template, the Message box is populated with text.
     
     Note: Only templates that you have access to are displayed in the Template drop-down list.

   • If you did not select a template, enter a Subject for the email; if you selected a template, the Subject field is populated with text.

   • If you did not select a template, enter a message in the Message text box; if you selected a template, you cannot enter text in the Message text box.

   • Place checkmarks next to the Attachments you would like to send.

4. Click the Send button to assign the task or click the Cancel button to discard your inputs.