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 In Process:
You're prepped, set and ready to begin creating activities, let's go!