Recruitment actions - Add a call / Add a comment - Candidate
The guide explains how to register and track recruitment actions for candidates and patients
Hyggio Support
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24 steps
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3 minutes
Hyggio
Add a call
1
Open patients' or candidates' list
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Click on three dots to open the menu
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Click "Add call"
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The modal window to register a call for the record appears with:\\ - type of call - date and time of the call - call's outcome - optionally you can add a comment
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When you fill all required fields, click "Save"
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An information "Call saved successfully" will apear and call will be registered
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On candidates' list, you can check actions history, by clicking an arrow to expand the record
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Additionally, you can register a call and flag record to 'Call back". To do that, you have to choose the outcome with "Call back"
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Then, the additional field to set, when we should call back, appears
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After saving, next to the record's ID, a flag appears with information on when to call back
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When the time to call back elapses, the flag changes to orange one
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If you want to remove flag, as it's not needed anomore you can click on the flag and delete it. Flag will also disappear when you will register other action.
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You can also filter list by "Call back" flag. To do that click "Filters"
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Switch "Call back" toggle ON
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You can also declare what time period to call back you can filter
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Click "Filter"
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The list narrows down by chosen filters
Add a comment
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You can register call and comment also from record's card perspecitve. To Add a comment click "Actions"
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Click "Add comment"
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Type a comment
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Click "Save"
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An information "Comment saved successfully" will appear and comment will be registered
Actions' history
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To check the whole registered actions you can open an Actions' table. Click tab "Actions"
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Then you will see all registered actions in chronological order
