Task
Last updated: 2026-03-29
Recruitment Tasks
The Recruitment Tasks module helps your HR team and hiring managers track and manage the actionable steps required during the hiring process. Whether it is reviewing a resume, conducting a phone screen, or performing a background check, this module ensures every applicant is processed efficiently and no steps are missed.
When Do I Use This?
- When you need to review a newly submitted job application.
- When you are assigned to call a candidate for a phone interview.
- When you need to document multiple attempts to contact an applicant (e.g., Left Voicemail, Sent Email).
- When you need to assign a background check or reference check to a specific team member.
How To Use
Viewing and Managing Tasks
- Go to the Recruitment or Applicant Tracking section from the main menu.
- Open a specific Job Application to view its pending tasks, or view your personal task list.
- If a task is assigned to your team (Group), you can assign it directly to yourself using the Assigned To field.
- Update the State (e.g., "In Progress") to let others know you are working on it.
Logging a Task Attempt
Sometimes a task requires multiple tries to complete, such as calling a candidate. You record these actions by logging an Attempt.
- Open the pending Task.
- Navigate to the Attempts section and click + New.
- Select the Outcome of this attempt (e.g., "No Answer", "Completed").
- Write down details of the interaction in the Note field.
- Click Save. The system will automatically update the main Task with your final outcome!
Field Descriptions
Task Details
| Field Name | Description |
|---|---|
| Type | The kind of task to be performed (e.g., Phone Screen, Interview, Document Review). |
| Application | The specific candidate's job application this task is tied to. |
| Assigned To Group | The department or HR team responsible for completing this task. |
| Assigned To | The specific user (recruiter or hiring manager) responsible for the work. |
| State | The current progress of the task (e.g., Pending, Overdue, Completed). |
| Outcome | The final result of the task (e.g., Passed, Failed, Reached Out). This automatically updates when you log a final Attempt. |
Attempt Details
| Field Name | Description |
|---|---|
| Outcome | What happened during this specific try (e.g., "Left Voicemail"). |
| Outcome Specific | Additional, specific details related to the outcome. |
| Note | A text box for you to type summary notes, feedback, or candidate responses. |
Configuration Settings (For Managers)
| Field Name | Description |
|---|---|
| SLO (Service Level Objective) | Found on the State setup. Represents the target time (in hours/days) a task should stay in a specific status before it is considered overdue. |
| Template | Found on the Type setup. A standardized form or checklist that recruiters must fill out when completing this type of task. |
Tip: Always log an Attempt instead of just editing the Task directly. Logging attempts creates a clear history of all your communication efforts with the applicant, which is highly valuable for the rest of the hiring team!