RecruitmentPipeline & reminders
Manage applicant reminders
Add and update reminders linked to applicants.
Reminders are available from the Recruitment dashboard. Select Overdue Reminders to open the reminders list.
Add a reminder
- On the reminders page, select + Add Record.
- Enter a Category, select an Applicant, and enter a Date and Deadline. Add Requirements if needed.
- To add more than one reminder, select + Add New Row and complete each row.
- Select Mass Save to save the new reminders.
The deadline must be the same day as or later than the reminder date.
Update a reminder
Use the edit action on the reminder's row, update the fields, and select Save.