Add Milestone

This article will guide you on how to Add a milestone 

  • The first step is to select your username in the top right corner.
  • This will open a drop-down list where you will select "Administration".

  • After selecting "Administration" you will now land on the "Administration Control Panel" page.
  • On this page in the "System Utilities" columns, select "Candidate Milestone Maintenance".

 

  • This will take you to the "Candidate Milestone Setup" page.
  • On the Milestone page, you have the ability to create a milestone for actions that were taken.

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How to Add a Milestone 

  • To add a single milestone select "Add" 
  • A popup will now appear where you will then have to select which Milestone the candidate reaches 
  • Select the Step you would like to place the milestone into
  • Next Stage allows you to set the next stage for the candidate after they have reached the milestone
  • Then select Next Status which allows you to set the next stage for the candidate after they have reached the milestone
  • Notification Template - You can select a notification template in which information you would like to receive. (This is customizable in the email template library)
  • Process Owners - allow you to assign notifications to individuals with specific roles in the company to receive notifications/alerts.
  • Other Notifications - enables you to attach additional users to the notification list 

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Once you have completed the necessary information select the blue "Save" button. The milestone will be created and displayed in the list Milestone Editor list.

 

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