You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
Version 1
Next »
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. |
|
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. |
 |