Tasks & Notifications

Task-related functionality is integrated throughout Talenture RS for effective work management and tracking.

You can create tasks for multiple objects such as a client, candidate, job and so on. For example, a candidate followup call, interview scheduling for a job.  This functionality is easily accessible from multiple places such as Job shortlist, Candidate Status Change, Recently Added Candidates view etc.

Also, you can set one-time or recurring reminders for each Task you create. Talenture RS displays a reminder alert for each such scheduled task.

Viewing & tracking tasks: Talenture RS provides a dedicated view in the Workbench for managing all your tasks.  The Followup Tasks view shows a list of all followup tasks you've created for various work items from different sections of Talenture RS.

Notifications View
The Notifications view displays all notifications generated for tasks that you've created.

Notification Band
The Notification Band provides a dedicated area in the application bar where notifications for all tasks, recruitment events etc. are displayed. You can also Snooze and Dismiss reminders from here. Notifications are generated in tiles that slide in and out of the Notification Band.

The Notification Band displays the following types of notifications:

• Banner: These are informational notifications that provide details of system events such as the data submitted for resume import, status of data preparation and technical details of warnings/errors/failures (if any) for diagnostic purposes.
  
  A banner style notification automatically stretches out to show full details and then after a pre-defined 'snooze' period contracts and slide out of the Notification Band.
  
  You can set this auto-snooze time period for banner notifications from the System Configuration module from the 'System Settings->Main' data view via a user login having administrative privileges.
  
  
• Explicit Task-Based: These are notifications generated for following types of actions:
  • Specific recruitment events based on recruitment workflow actions that you perform, for e.g. scheduling an interview for a candidate, creating a new Job etc.
    
    
  • Tasks that you create from various places in Talenture RS. You can create tasks for multiple objects such as a client, candidate, job and so on.

You can 'Dismiss' or 'Snooze' such notifications from the controls provided in the notification tile.

Apart from the above, the Notification Band also displays the following information:

• Summary of your upcoming, due and overdue tasks
• The number of active notifications generated for your tasks. This is displayed as a number over a bell icon. You can click on the bell icon to view each of the notifications one after the other.

Common Tasks

1. Add a new task
2. Edit a task
3. Delete a task
4. View reminders for the followup tasks you've created
5. View upcoming/due tasks from the Notifications Band
6. View details of all pending Tasks
7. Clean up old notifications

1. Add a new task

In the Main WorkBench:
- Point to 'New' menu in menu bar and select 'Task'.
- In the Task detail window specify the Subject e.g. 'Daily Client followup", "Confirm Interview" etc.
- In the details of the task enter the details of the activity.
- In 'Complete By' set the date & time by which the task is to be completed.
- If you want this to be a repeating task for e.g. every Mon at 10 AM etc. then in 'Recurrence', select 'Recur' and from the drop-down select the desired periodicity.
- If you want a reminder alert for the task, in the 'Reminder' section tick 'Set Reminder' and then select the period and time when you want the reminder.
- Click Save.

2. Edit a task

In the Main WorkBench:
- Click the 'Tasks' node - all the tasks will be listed in the top right pane.
- Click on a Task name - its detail screen will come up.
- Make the desired changes and click 'Save'.

3. Delete a task

In the Main WorkBench:
- Click the 'Tasks' node - all the tasks will be listed in the top right pane.
- Tick next to the task(s) to delete.
- Point to the 'Edit' menu and select 'Delete'.

4. View reminders for the followup tasks you've created

Talenture RS generates reminder notifications for all Tasks that you create. These are displayed in the Notification Band in the top right hand corner of the menu bar. These are also posted to the Notifications data view in the Workbench.

In the Notification Band,

- A pop-up will be shown for each reminder notification in the Notification Band. Each notification will remain in the notification area for some seconds and then slide out.

- You can click on the 'Dismiss' button for reminders that you do not want to see again. Select a snooze period from the 'Snooze' drop-down if you want to snooze a reminder for a specifix duration.

5. View upcoming/due tasks from the Notifications Band

The Notification Band shows details of upcoming/due tasks as per the tasks you've created for yourself from the Tasks item (with reminders set) or as part of recruitment workflow actions such as scheduling interviews etc.

- For all tasks that are due/over due etc. as per the date of completion set for the tasks, the Notification Band will show the count of such tasks in the format "Due <n> overdue, <n> due today, <n> in following <n> days. You can go to the Tasks view in your Workbench to view and update these tasks.

  

- If any active Notifications have been generated for your tasks, a bell icon will be shown with a number on it. This indicates the number of active notifications for your tasks. Click on the icon view each notification.

To view the reminder notifications in the Main WorkBench:
- Click the 'Notifications' node - all alert notifications will be listed in the top right pane.
- Select a row in the top pane to view the notification details in the bottom pane.

6. View details of all pending Tasks

In the Main WorkBench:
- Click the 'Tasks' node - all the tasks will be listed in the top right pane.
- Click on a task name to see its details.

7. Clean up old notifications

Follow these steps to clean up old notifications in the Main WorkBench:
- Click the 'Notifications' node - all alert notifications will be listed in the top right pane.
- Tick the notifications in the top pane to be cleared.
- Point to the 'Actions' menu and select 'Dismiss'.