This article explains how you create a 2nd Interview for a vacancy sending email confirmations to both candidate and client.
- From the open Vacancy recordclick on the 'Shortlist' tab. To create a 1st Interview for a shortlisted candidate click the '2nd Interview' radio button in the 2nd Interview column in the shortlist to open the Action Wizard.
- In the 1st screen of the Action wizard popup you can select which User to run this action from by selecting their name from the 'Run For This User' drop-down list. At this stage, you also select the date and time of the Interview by clicking on the 'Calendar Picker' icon.
- Once you have completed this step click the blue 'Next Step' button.
- The 2nd Screen of the Action Wizard is the email confirmation that is sent to the Candidate which is populated by the default wizard template. The subject and body of the email is automatically populated with the details of the interview using placeholders. You can however select your own pre-designed email template using the 'Template' drop down.
- You can cc and bcc yourself, and others by ticking the boxes or clicking the 'cc', 'bcc' links. You can also include a Header, use Read Receipt or choose not to send the email and just record the action by ticking the appropriate tickboxes.
- You are also able to attach/use documents via the Available Documents button. Select from a document already uploaded on the Company Files table in the Admin area, or alternatively, you can click the More Files button and select a file saved on your desktop.
- If you use the SMS service with our Partner IceTrak, you can send a SMS confirmation by clicking the 'Send SMS' button.
- Once you are satisfied with the email content and the attached documents, click the blue 'Next Step' button.
- The 3rd Screen of the Action Wizard is the email confirmation that is sent to the Client which is populated by the default wizard template. The subject and body of the email is automatically populated with the details of the interview using placeholders. You can however select your own pre-designed email template using the 'Template' drop down.
- You can cc and bcc yourself, and others by ticking the boxes or clicking the 'cc', 'bcc' links. You can also include a Header, use Read Receipt or choose not to send the email and just record the action by ticking the appropriate tickboxes.
- You are also able to attach/use documents via the Available Documents button. Select from a document already uploaded on the Company Files table in the Admin area, or alternatively, you can click the More Files button and select a file saved on your desktop.
- If you want to associate this action with additional clients or users you can select one of the two corresponding 'Person' buttons and search for the contact. This will create an association with the note only, and not the follow up.
- If you use the SMS service with our Partner IceTrak, you can send a SMS confirmation by clicking the 'Send SMS' button.
- In the 4th screen of the Action Wizard you can edit the automated note that will be recorded for this action by simply editing the text in the 'Text Box'.
- There is also the option to creat three Follow Ups and alerts. To do this tick the 'Follow Up' tickboxes and click the 'TXT' button to edit the follow up if required. To complete the Follow Up click the green 'Save Text' button. Set the date and time of the Follow Up by clicking on the 'Calendar' icon and selecting the date and time.
- If you want an Alert to pop up and tell you the Follow Up is due, tick the 'Alert Me' tickbox and set the Lead Time.
- Once completed click the green 'Finish Action' button to complete the action.
- The Interview note will appear in the notes tab and the Interview Follow Up will appear on the To Do tab. In order for the Follow Up to be reported you must clear it once its been done.