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Reminders

The reminder feature allows you to notify yourself of a scheduled event. When a reminder comes due, it fires an alert dialog. From the alert dialog, you can easily access the candidate, manager, or job information that is associated with the event.

Setting Reminders

There are three types of reminders:
  • Candidate
  • Manager
  • Personal
Candidate reminders are set by performing these tasks:
  1. Highlight the candidate from a list or query.
  2. Click the Reminders tab in the candidate pane below and click New.
  3. Select the type of reminder.
  4. Fill in the "Reminder" dialog window and click Save.
! Note: Candidate reminders are automatically scheduled for the candidate.
Manager reminders are set by performing these tasks:
  1. Highlight the manager name in the organizational tree.
  2. Click the Reminders tab in the manager pane in the upper right portion of the screen and click New.
  3. Select the type of reminder.
  4. Fill in the "Reminder" dialog window and click Save.
! Note: Manager reminders are automatically scheduled for the manager.
! Tip: When setting reminders for candidates or managers, the "Reminder" dialog can also be activated by a right-click on the candidate or manager name and then selecting Set Reminder from the pop-up menu.
Personal reminders are set by performing these tasks:
  1. Click Reminders on the main tool bar.
  2. Click New in the "Reminder Management" dialog window and select the type of reminder.
  3. Fill in the "Reminder" dialog window and click Save.
To view an existing reminder, highlight it and click Open.

To delete an existing reminder, highlight it and click Delete .

Reminder manager

The "Reminder Management" dialog window allows you to view and manage all of your current reminders.

To open the "Reminder Management" dialog window, click Reminders on the main tool bar.

  • To view or edit an existing reminder, highlight it and click Open.
  • To delete a reminder, highlight it and click Delete.
! Note: It is possible to set personal reminders from the "Reminder Management" dialog window.
Alert dialog
When a reminder comes due, it opens an "Alert" dialog window. The "Alert" dialog window reminds you of a scheduled event and allows you to easily access the candidate, manager, or job information that is associated with the event.
  • To view the original reminder, click Open in the Task section of the alert.
  • If the alert is associated with a candidate or manager, you can open the candidate or manager dialog window by clicking Open in the Detail section of the alert.
  • To set snooze, select a snooze time in the Snooze drop-down menu.
  • To dismiss the reminder, click Dismiss.
! Note: Once you have dismissed a reminder, it is no longer stored under any job tracking.

 

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