Record the summary of calls into the system with the help of Call History option.
Written by Shruti Patel
The recruiter has to deal with many Candidates in their day-to-day recruitment process. It may be difficult to keep in mind the conversations with specific Candidates on call for one or another reason. The habit of keeping conversation history will help the recruiter to make the process synchronized with other recruiters.
In the system, you can store conversations with the Candidate. To store Call History for Candidates there are a couple of distinct ways explained below.
Click on the Candidate option on the left side menu and the Candidates Screen will be displayed.
Navigation Link:https://app.ismartrecruit.com/quickSearch
Click on the name of the Candidate and Candidate View Dialogue will appear.
Click on the “Call History” button.
Select the name of an active Job from the dropdown if you want to contact the Candidate to know their interest in the opening.
Contact no. and email ID will be automatically filled if available with a system else users have to find an alternate way to find and add contact no. as it is a mandatory field in call history.
Select the Date from the date-time picker control to store the conversation date and time.
Select the feedback of the user from the dropdown. If a user is interested in a Job or ready to change Jobs, marked as “Available”.
In case there is still one more call required to get confirmation, create a Call Reminder by marking it and add remarks to add comments to keep important conversation points that may help for further reference.
Click on the “Save” button to store the conversation.
OR
Click on the “Call History” tab.
Click on the plus icon available on the header section and select the “Add Call History '' option from the menu.
Navigation Link:https://app.ismartrecruit.com/dashboard
The “Add Call History” screen will appear.
By default, the Candidate option will be selected. Here you have to enter the name of the Candidate else for whom you want to “Add Call History”. The remaining processes are the same as “Add Call History (Candidate Specific).
Click on “Save & Add” if you want to add another Call History.
Click on the name of the Candidate and select the “Call History” tab. Click on the pencil icon to modify the detail. Modify the detail as per your preference and click on the “Update” button.
Click on the Delete Icon to remove the Call History.
