The Today’s Tasks section includes all tasks that need actions taken on them and will be listed in the order of the timestamp when each task was created. Just under this section’s title is a task bar that will update as tasks are completed. This helps to show the percentage of completion and the number of tasks remaining.

This section includes five types of tasks:

• Action Needed tasks
• Approvals
• Job Updates
• Scheduling
• Unanswered messages

Action needed tasks

Every candidate from the Action Needed folder will display in the order by which they appear in the Candidate Inbox. Complete the actions listed.

Complete next steps

You can move the candidate into the next step in their journey by completing the following.

1. Select the status listed within the widget
2. Select the preferred next step, if listed for this status.
3. Choose the preferred new status.
4. Select Confirm to complete this action.

A completed status will briefly display at the bottom of this widget when the action is completed. The widget will then be removed from this list.

Send offer letter

If updating a candidate’s status results in sending an offer letter, then the offer letter will open in a slide-out drawer where you can update the necessary components and select Send Offer in the top right corner of the drawer.

Complete an employee form

If updating a candidate’s status results in having to complete an employee form, then the form will open in a slide-out drawer. Complete the form and then select Save in the bottom right corner of the drawer.

Approve or deny approval requests

When a job or offer approval request is sent, a job or offer approval task is added to the Recruiting Dashboard of all assigned approvers. The approval widget provides key details at a glance, including the job title, the name of the requestor, and the date the request was sent. Selecting the candidate’s name will open their candidate profile where you can view relevant candidate information, communicate with the candidate, and view any notes left on their profile.

You can take action on an approval request by following the steps below:

1. Select Review Offer Request or Review Job Request to open the approvals drawer.
2. Review the approval.
3. Select either Deny or Approve.
   • If you select Approve, then the task is completed and removed from all dashboards.
   • If you select Deny, then the Deny Offer Approval or Deny Job Approval modal will display. Depending on your organization, you may be required to provide a reason before you can select Deny Approval. 

Job updates

When the shifts configured for a job need to be updated, a Review Shift Updates task is added to the Recruiting Dashboard of all hiring team members for a job. The job widget provides key details at a glance, including the job title and location. 

You can take action on an approval request by following the steps below:

1. Select Review Shift Updates to open the approvals drawer.
2. Review the updated shifts available and change selects as needed.
3. In the lower-right corner, select Update Job.

The job is then updated successfully.

Schedule an interview

A scheduling widget will display when there are any manual scheduling requests. Selecting the candidate’s name will open their Candidate Profile where you can view relevant candidate information, communicate with the candidate, and view any notes left on their profile. 

1. Select Schedule to open a scheduling slide-out drawer.
2. Update the interview details as needed.
3. Select Schedule. 
4. The page will update and display an Interview Confirmed message. Select Done to finalize the task.

A completed status will briefly display at the bottom of this widget when the action is completed. The widget will then be removed from this list.

Update an interview

At times, a previously scheduled interview may need to be updated due to either you or the candidate declining the interview. Select the Update Interview button displayed at the bottom of the widget to open the Update Interview slide-out drawer.

From this drawer, you can then edit, reschedule, or cancel the interview.

Unanswered messages

Any messages that are unanswered in the Candidate Inbox, whether that is user-initiated conversations or candidate intents, will display as an action item in this section. Navigate to the following areas as needed:

• Open the Candidate Profile – Select the candidate’s name to view their Candidate Profile.
• Reply to the Message – Select the Reply button to respond to the candidate’s message. The conversation will then open in a modal where you can respond to the candidate. You also have the option of viewing the candidate’s profile by selecting the Show Profile button in the top right corner next to the x icon. Once you respond, the modal will close and the task will be completed.

A completed status will briefly display at the bottom of this widget when the action is completed. The widget will then be removed from this list.

No Response to candidate

If you do not want to respond to the candidate, you can do so by following the steps below.

1. Select the Reply button within the Unread Message widget.
2. Select the x icon in the top right corner of the modal that opens.
3. A No Response to Candidate Message modal will then appear. Select Mark Task as Complete to complete this task without sending a response.

Task creation logic

An unanswered message task should appear in the dashboard for the below reasons:

• An intent was triggered from Configured Intent-Based Alerts.
• A candidate’s response was received for a message that the user sent to the candidate.
• Your AI Assistant does not respond within 5 minutes.

Completed tasks experience

When all tasks are completed, then the task bar will be completely filled in, a You don’t have any tasks! message will display in the middle of the dashboard, and confetti will fall.