Introduction
This article provides a set of steps for managing reschedule reasons and logging reschedule activities
In this article
- Steps to creating reschedule reasons
- Steps to logging a reschedule
- Steps to edit and delete a reschedule log
Steps to creating reschedule reasons
- Navigate to Organization settings> Reschedule reasons
- Select Add reason
- Enter the name of the reschedule reason and select Add
- The reason will now appear in the Reschedule reason dropdown menu logging a reschedule. The reason will also be included in the Reschedule logs report found in Metrics> Recruiting team.
Steps to logging a reschedule
- Navigate to the candidate's task and open the task pane
- In the task pane, scroll to Reschedule log (this will be after Requirements and before Activity in the task)
- Select the "+" next to Reschedule log
- Enter the date the reschedule occurred (today's date or a date in the past), select the ModernLoop user who performed the reschedule from the drop-down list, enter a reschedule reason, and optionally, add a note.
- Click Save
The reschedule will be logged in the task in both the Reschedule log and the activity. This will also be logged in metrics.
Steps to edit and delete a reschedule log
- Navigate to the candidate's task and open the task pane
- In the task pane, scroll to Reschedule log (this will be after Requirements and before Activity in the task) and select the ellipsis
- To Edit the reschedule log, select Edit
Make any necessary adjustments. Once edits have been made it will be indicated in the activity feed as well as the reschedule log.
To Delete the reschedule log, select Delete
Select Delete once more