To create / update a Candidate record from an email in Microsoft Outlook:
1 | Open Microsoft Outlook and select the email required. | |
2 | Navigate to the Outlook Extensions Toolbar and select Add Candidate.
Alternatively, right mouse click and from the menu displayed select FastTrack, then Add/Update Candidate.
If the email is already open, select Add/Update Candidate from the Email Menu t oolbar.
The 'View Candidate' workflow is displayed. |  |
3 | Change editable items in the View Candidate workflow if required. Select Proceed.
A message displays where the candidate has been successfully added to Recruitment Manager, including the Candidate's Record Number.
Where duplicate records have been found the 'View Duplicate' workflow is displayed. |
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4 | Where there are duplicates, to update the resume to an existing Candidate record, select the Candidate from the duplicate list and click on Update Candidate.
A message is displayed where the candidate's information has been successfully updated to Recruitment Manager. |  |
5 | Where there are duplicates found, to proceed to create a new Candidate, select A dd as New Candidate.
A message is displayed where the candidate has been successfully added or updated to Recruitment Manager. |  |