Tasks in the candidate profile

Tasks in the candidate profile



Tasks are a way of keeping track of any actions you need to do associated with a particular candidate. Tasks created for a candidate can be seen by all users in that candidate’s hiring team.

Adding a task
  1. In eyrecruit, click on the Pipeline tab.
  2. Click on the candidate to bring up their profile.
  3. You can find Tasks on the right of the profile. Click the  icon to create a new task.
  4. Fill in the name of the task (in the Add a task field), the Due Date, and the Time it is due.
  5. Click on the Assignee field to choose which users are assigned to this task. Only users with eyrecruit access can be selected. You will be selected by default, and can be removed by clicking the x next to your name. If you select a user who is not currently part of this candidate’s hiring team, they will be added to it upon the creation of this task.
  6. Type in any Notes relating to this task.
  7. Click Submit.
Editing Task

  1. In eyrecruit, click on the Pipeline tab.
  2. Click on the candidate to bring up their profile.
  3. You can find Tasks on the right of the profile. Click on > Edit.
  4. Make the necessary changes in the pop-up window.
  5. Click Save.

Deleting a task

  1. In eyrecruit, click on the Pipeline tab.
  2. Click on the candidate to bring up their profile.
  3. You can find Tasks on the right of the profile. Click on > Delete.
  4. Type DELETE into the pop-up window.
  5. Click Delete.

Changing a task’s status
  1. In eyrecruit, click on the Pipeline tab.
  2. Click on the candidate to bring up their profile.
  3. You can find Tasks on the right of the profile. Click on the current status to view your choices in the drop-down menu.
  4. Select To do, In Progress, or Complete.

    • Related Articles

    • Downloading a candidate's profile

      You’re able to download a candidate’s profile information to your computer. This is useful if you want to save a candidate’s details after archiving or deleting a job. In eyrecruit, click on the Pipeline tab. Click on the candidate to bring up their ...

    • Editing the candidate profile

      Changing the candidate's name In eyrecruit, go to either the Pipeline or the Candidates tab and click on the candidate to bring up their profile. Hover over the candidate's name in the top left to bring up three icons. Click on the icon to edit the ...

    • Adding files to a candidate profile

      Files are added to the candidate’s profile automatically whenever the candidate sends an email to the hiring team with an attachment, but you can also add them manually. In eyrecruit, go to either the Pipeline or the Candidates tab and click on the ...

    • Adding notes to the candidate profile

      The hiring team is able to add notes to a candidate’s profile. These notes can record interactions with the candidate, or just include basic observations that can be seen by other users in the hiring team. To add a note In eyrecruit, go to either the ...

    • Copying a candidate to another job

      Copying a candidate to another job will create a duplicate of the candidate's profile, without events or tasks, in the other job's pipeline. In eyrecruit, click on the Pipeline tab. Click on the candidate to bring up their profile. In the top right, ...