Invite an applicant (workflow)
Generally, you make an appointment with the applicant who you would like to invite by telephone. You can later confirm the invitation to the applicant using the workflow. The applicant then receives an e-mail message and a request to go to the application portal and to confirm the invitation.
This action is based on a combination of a default e-mail message (with, for example, the text ‘view the application portal') and an externally visible response. You can change/use this part of the workflow according to your own requirements.
To invite an applicant and request confirmation via a workflow:
- Go to: InSite.
- Go to: My InSite.
- Open the task with the Open status in My tasks.
- Click on the action: Invite.
You now add a response that you also want to display to the applicant externally on the portal:
- Select External and internal in Response visible.
- Click on: Confirm.
Via the workflow, the applicant now receives an e-mail message with the request to log on to the application portal (if you have mentioned this in the text in the message template linked to the workflow action). This e-mail message is based on the Workflow action message template.
The external applicant can view this response in the application portal.
The status of his application is now Invited.
After the interviews with the invited applicants, you take a decision. You can review them with the help of the analysis.
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