Create a new Action

  1. Go to Recruitment > Lookup Tables.

  2. At the top of the screen, select Actions >Create New.

  3. Complete the screen, using this table as a guide:

    Field Description
    Name Type a name for the action.
    Email Subject Enter a subject line about the action to display in the email sent to candidates.
    Background Colour
    Select the colour wheel icon and choose a background colour for the action.

     

    Ensure to select a colour compatible with the text colour.
    Text Colour
    Select the colour wheel icon and choose a text colour for the action.
    Ensure to select a colour compatible with the background colour.
    Order Enter the action’s position in the display order.

  1. Select Save. A field list displays at the right-hand of the screen.

  2. Drag any fields you want to make available for use in communications (also for standard letters created using mail merges) related to the action from the Available Fields list to the Selected Fields list.

  3. Complete the Field screen, using this table as a guide:

    Field Description
    Name Enter a name for the field.
    Mandatory Select this box to make the field mandatory.
    Order Enter the field's position in the display order

  4. Select Save.

  1. At the bottom of the action details pane, select Save.