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.

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