Predefined data types and actions will have been set by an admin user when your account was created, however you can add, remove and edit at any time.
To edit this information, select the appropriate sub-heading within Settings > Customisation.
From here you can add, edit, delete and reorder values to fit your business’ needs. As well as providing necessary information, this functionality also allows you to record and then report on critical business information that can assist in strategy and decision-making.
This information can help you analyse individual and companywide performance and help to spot trends so you can maximise opportunities and mitigate risk.
You can edit the following:
- Job Types: contingent, exclusive, retained, etc.
- Contract Types: permanent, temporary, contract, part-time, etc.
- Job Close Types: filled internally, filled directly, filled by competitor, etc.
- Interview Types: phone, 1st, final, etc.
- Interview Cancel Types: candidate withdrew based on location, client filled role internally, client cancelled role, etc.
- Unsuitable Types: reasons why a candidate declined to progress or reasons why a client rejected a candidate
- People Actions: general actions you want to record against a person as a candidate such as phone call, left message, sent email, etc.
- Longlist Actions: actions you want to record against a person as a candidate from within a job longlist such as phone call, sent CV, conducted interview prep, etc.
- Project Actions: actions you want to record against a person from within a project. The type of actions here will depend on how you are using the project functionality.
- Hiring Manager Actions: general actions you want to record against a person as a hiring manager such as phone call, met, sent spec CV, etc.
- Hiring Manager Longlist Actions: actions you want to record against a person as a hiring manager from within a longlist such as phone call, gave CV feedback, gave interview feedback, etc.