Using tasks in eyrecruit

Using tasks in eyrecruit


Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. Candidate tasks are listed on their profile, and can be seen by all users on that candidate's hiring team. Using the Tasks screen, you can see all tasks assigned to you, as well as all other public tasks on the system.

Tasks in the candidate profile

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.

Tasks on the Tasks screen

Tasks for users are split into Public and Private tasks. Public tasks can be seen by anyone and must be connected with at least one entity (such as a staff member or child). If you are adding a task through the staff profile, it will always be Public. Private tasks can only be seen by, and assigned to, the user who created it. 

Adding a public task

  1. Click on the  icon in the top banner.
  2. Click on Create Task in the top right.
  3. In the pop-up window, click on the Public tab in the top right, if you’re not already on it.
  4. In the For field, select Candidate, and search for the candidate's name in the field that appears.
  5. Fill in a Description of the task, the Due Date, and the Time it is due.
  6. Click on the Assignee field to choose which users are assigned to this task. You will be selected by the default, and can be removed by clicking the X next to your name.
  7. Type in any Notes relating to this task.
  8. Click Submit.

Adding a private task

  1. Click on the  icon in the top banner.
  2. Click on Create Task in the top right.
  3. In the pop-up window, click on the Public tab in the top right, if you’re not already on it.
  4. In the For field, select Staff, and search for the staff member's name in the field that appears.
  5. Fill in a Description of the task, the Due Date, and the Time it is due.
  6. Click on the Assignee field to choose which users are assigned to this task. You will be selected by the default, and can be removed by clicking the X next to your name. 
  7. Type in any Notes relating to this task.
  8. Click Submit.

Editing a task

  1. Click on the  icon in the top banner.
  2. For the task you want to edit, click on > Edit.
  3. Make the necessary changes in the pop-up window.
  4. Click Save.

Deleting a task

  1. Click on the  icon in the top banner.
  2. For the task you want to delete, click on > Delete.
  3. Type DELETE into the pop-up window.
  4. Click Delete.

Changing a task’s status

  1. Click on the  icon in the top banner.
  2. Under the Status column, click on the drop-down menu for the task whose status you want to change.
  3. Select To do, In Progress, or Complete.

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