As we discussed previously in our What is an Activity? help article (please consider reading if you haven't up to this point!) activities serve two primary purposes:
To add context to allow you to refer back to (ie. your general note taking when logging a call, phone screen, interview, etc)
To allow you effectively run reports. With activities logged, I can tell how many interviews did colleague X complete, when did we conduct the most interviews and what is our ratio of interviews to hires.
We took a poll of our customer base to find commonly used activities. From there, we grouped them into separate categories. The below should serve as a guide to help spark some creativity and get you set on the path that many successful customers have been on before!
1. Candidate Activities
Candidate Vetting
Candidate In Process
Candidate Results
2. Client Activities
Sales Vetting
Sales Results
Candidate Vetting:
Candidate In Process:
Candidate Results:
Sales Vetting
Sales Results
What's Next?
You're prepped, set and ready to begin creating activities, let's go!