1. Bullhorn Update

2. Recruiter Dashboard

3. Sales Dashboard

4. Workflow

5. Keep Candidate status updated
New Lead (defaulted), Phone Screened, Innerviewed, Passive, Active, On Assignment, Offer Pending, Placed, Lifecycle Former, DNU, Archive, Approved*.
A Placement must have an approved status prior to placement.

6. Prescreen
Document all the information that establishes your ownership of the candidate. This is how we document the results of a Morgan Innerview. Documenting this is how your receive credit for it.
“Pre-Screen” Action triggers the workflow icon.
Job reference field can document positions you have spoken to the candidate about

7. Scheduling an Internal Innerview

8. Tagged Attendees get email/Appointment invitation
Location connects with /google calendar
Job reference is just for documentation
Description rolls into both and calendar appointment

9. Internally Submitting a candidate
Comment box can be used to convey information about the candidate to the client rep

10. All further actions are via Job ->Activity->Internal Submissions

11. Scheduling Candidate Appointments with Client
New internal submission status must match the appointment type (next)
Only send this to ONE client Contact
More fields for any notes

12. Attendees automatically get email/calendar invites
Again, type must match previous screen
Scheduled workflows icons do not trigger until the event time
Description transfers to the /calendar invite, along with location (if used)
Must save appointment to activate workflow process

13. Candidate
Internal (either candidate or job owner?
Client Contact