Interviews become activities for the interviewer

What moves

An interview booked on a candidate is created as an activity linked to that candidate, so it appears on the assigned person's My activities.

Before you start

• Recruitment and Activities in your plan
• Recruitment switched on for the company
• Permission to create activities
• The interviewer has a login linked to their employee record

Step by step

1. HR specialistRecruitment (ATS)

   Opens a candidate and clicks Schedule interview, then picks the activity type, a summary, the due date and who it is assigned to.

   You see:The scheduling dialog saves.

2. SystemActivities Workspace

   Creates the activity against the candidate and assigns it to the chosen person.

   You see:The activity is saved with the candidate's name.

3. InterviewerActivities Workspace

   Opens My activities and sees the interview with the candidate's name.

   You see:The interview shows in the interviewer's list and calendar.

4. InterviewerRecruitment (ATS)

   After the interview, opens the candidate in the pipeline and submits a scorecard.

   You see:The scorecard is saved on the candidate.

Related

• Activities Workspace
• Recruitment (ATS)
• Invitations, cancellations and reminders reach people
• Lay out a follow-up plan across a team in one request
• Logged activities feed the field sales report
• A manager assigns a task and the colleague finishes it
• A termination raises a final pay review for payroll
• Connections between modules