Sending Reminder Emails for Pending Checklist Items
- Nickolai Walk
- Trevor Fultz
- Nathan Confer
Applicants can be reminded about items that still need to be completed or finished. Please follow the steps below to remind individual candidates of their pending checklist items.
Checklist indication dots:
Green dot with white check mark = all tasks complete (no further action required)
Solid green dot = needs attention by the candidate
Instructions
In Records, go to Checklist Completion Report.
Select the desired checklist and find the pending employees. To make sorting / viewing faster, users can sort by Locations, Job Types, Assigned Date, Completed Date, Tasks and also filter by keyword
On the same screen continue scrolling down to find the Bulk Actions dropdown menu, click the arrow and select Send Reminder. Once the candidates are selected that are being reminded click Go
An email will be sent to the candidate(s) with what still needs to be completed in their profile.
