Add actions following an application
There are several actions to take with regard to an application, such as an invitation for an interview, or sending a letter. The action is taken from an application, not from applicants or vacancies.
You can generate a document directly together with an action, such as an invitation or a confirmation.
If necessary, first add the desired documents.
To add an action following an application:
- Go to: HR / Recruitment and selection / Vacancy.
- Open the properties of the vacancy.
- Go to the tab: Application.
You see all the applicants who have applied for the job.
- Select the applicant.
- Click on the action: Action on application.
- Enter the date, time, and action type.
If the desired action type does not yet exist, you can add a new action type directly to this table.
- Select the Generate document check box if you want to generate a document.
- Click on: Finish.
To view actions following an application:
- Open the properties of the vacancy.
- Go to the tab: Application.
- Open the properties of the application.
- Go to the tab: Actions on application.
To complete an action:
You can monitor the status of an action with the Ready information field:
- Open the properties of the application.
- Go to the tab: Actions on application.
- Open the properties of the action.
- Select the Ready check box.
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