Log an Activity from inside a Job Record

How to Log an Activity from inside a Job Record

  1. Enter into the Job you would like to Log an Activity. In the upper right hand corner, click on the blue 3 lined button, labeled “Action Menu” This will drop down your Action Menu, go to the bottom of the Action Menu and click “Log an Activity”.

2. You will see that the subject was auto populated. The date and time will be scheduled for whenever you opened to Log the Activity. This can be changed by clicking in to enter the date and time. In this section you can also add in any notes about the Activity.

 You will also see any Records that this Activity is associated with. Since we created this from a Job Record, it will be automatically filled in. You can choose to enter in Contacts or Candidates if you would like them to be associated with this Activity as well. Once you are satisfied with the details of the Activity, click to blue “Ok” button.

  1. To Log an Activity Against a Candidate the is on a Longlist, click the “Longlist” tab on the left hand side menu of your Job Record. Find the appropriate Candidate and click the drop down arrow next to the green “Shortlist” button. Click “Log an Activity” and choose the Activity you would like to Log.

  1. A pop up Window will appear with the Activity you chose to Log. You will see the Subject has been automatically pulled in from the Job record. Here you can change the date and time of the Activity. You will also notice the Job, Candidate and Contact that is associated with this Activity have been prepopulated from the Job Record. Once you are satisfied, click the blue “Ok” button.

  1. You can also Log an Activity from the Shortlist in the Job Record. Click “Shortlist” from the menu options on the left side of your Job Record. Hover over the Card View of the Candidate and click the “Down Arrow” on their Card. Form the drop down menu that appears, click “Log an Activity”.

 

  1. A pop up Window will appear with the Activity you chose to Log. You will see the Subject has been automatically pulled in from the Job record. Here you can change the date and time of the Activity. You will also notice the Job, Candidate, the Candidate on the Job and Contact that is associated with this Activity have been prepopulated from the Job Record. Once you are satisfied, click the blue “Ok” button.

 

 

 

If you need further assistance, please watch this video:


Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽