To Record Activities
Add Actvity
If you send an email from within BrightMove, it will be automatically recorded in the Activities section of the applicant profile. To manually enter an activity into an applicant profile, select the "Add Activity" link. The "Create New Activity" screen will be displayed. Notice as a helpful feature the applicant or contacts name is at the top section along with a clickable link to their profile.
Choose an activity type from the drop down box on the screen. The date and time automatically default to the present date and time, but can be changed (e.g. many recruiters enter all of the calls they made during the day at the very end of the day). To set a reminder for yourself about this activity or to follow up on it, check the "set reminder" box and enter the date you would like your reminder to appear. Then, enter your text describing your activity in the text box. Once you are satisfied with your entry, click the "Submit" key. The activity will be saved in the Activity section of the Applicant Record. Activities are displayed with the most recent activity first.
To Set Reminders
A reminder is set up almost the same way a regular activity is set up in the Applicant Profile. Select the "Add Activity" link in the Activities section of the profile page. Select the type of activity you will be reminded to do from the drop down menu. Next, put a checkmark in the "Set reminder" box. Set the date that you will be reminded of the activity in the "reminder Date" field. Fill in any comments.
To have the reminder emailed to you so that it will show on your Outlook calendar, put a checkmark in the "Email this Activity to me" box below the comments section. When all of the information has been entered, click the "submit" button. The reminder will appear in the pop up reminder box viewed on the dashboard on thappropriate date.
To Keep Track of Important Documents and Attachments
Add Attachment
You may add any file stored on your local computer to an Applicant Profile by opening the appropriate Applicant Profile and clicking the ¿Add Attachment¿ link. The Add Attachment screen will now be displayed. The first field asks you for an ¿Attachment Description¿. This is where you should enter what you would like to call the attachment. For Instance, if an applicant sent you references, you may call it ¿Reference Sheet¿. The next field is the ¿Choose File¿ field. Click on the ¿Browse¿ key just t the right of the field, and find the file that you would like to attach. Select the file for attachment, and once you have done so, click the blue ¿Submit¿ button. The file will be attached to the Applicant Profile.
Click the ¿Submit¿ key at the bottom of the box and the attachment will be saved to the applicant record and will be titled whatever you entered in the ¿Attachment Description¿ field.
Delete Attachment
Simply click the red ¿X¿ that is displayed to the right of the attachment. You will see a pop up box asking if you want to delete the attachment. Click ¿yes¿. The attachment will be deleted.
To Keep Track of Resumes
Add Resume
To add a resume to an Applicant Profile, click the ¿Add Resume¿ link displayed on the Applicant Profile in the Resumes section. The ¿Create New Resume¿ screen will be displayed. Type the name that you would like to give this resume in the ¿Resume Name¿ field. Then, open the file on your local computer that you would like to add to the applicant profile.
After opening this file, select all of the text from the resume and paste it into the box provided on the ¿Create New resume¿ screen. Scan over the resume to ensure that everything pasted properly and then click the submit key at the bottom of the screen. This will ensure that the resume is saved in the Applicant record.
Delete Resume
To delete a resume from an Applicant Profile, simply click on the red ¿X¿ that appears to the right of the Resume. The resume will be deleted from the BrightMove system.
To Communicate
You may use the ¿Communication¿ option to send emails to a candidate through BrightMove.
To Send Email
In the applicant profile there is a section titled ¿Communicate¿. It is just under the telephone numbers of the candidate. In the Communicate section, there are two menus. The first is a drop down menu that allows you to select an email template that you would like to send to the candidate. If you would like to send a template, highlight it on this menu. If you wish to send a blank email, do not highlight a template name.
Once you have made a selection from this menu, you may also use the second drop down menu to select a specific job description that you would like to send to the candidate. If you would like to send a job description to a candidate as an attachment, highlight the appropriate one on the drop down menu. If you do not want to send a job description as an attachment, simply do not highlight one on the menu. Once you have made your selections from these two menus, click the blue ¿send¿ button at the bottom of the Communicate section of your screen. You will now see the compose email screen. Type your email, and then click the ¿Submit¿ button at the bottom of the compose email screen. The email that you have created will be sent to the applicant, and will be recorded in the Activity section of the applicant profile as a sent email.