How to Assign and Complete Applicant Tasks

For Admins and Hiring Managers: How to Create an Applicant Task

1. Go to Recruit and open the Applicant Profile.
2. Select the Tasks tab.
3. Click on the + button to add a Task.
4. Enter the task details:
   Task Name
   Due Date
   Description
   
5. (Optional) Configure task settings:
   Upload Required – applicant must upload a file to submit.
   Task Needs Review – submission must be reviewed before being marked completed.
   
6. Click Save.

The task is assigned immediately, and the applicant receives an email notification with a link to the task. 

Recruiters can later open the task from the Tasks tab to review submissions, update the status, or add comments. If a review is required, you can mark a task as Completed or mark it as Back to Incomplete

For Applicants: How to Access and Complete a Task

Open the email notification and click the Open Task link.

1. You will be asked to enter your e-mail, after which you will receive a 6-digit code to your email address to enter

2. Select the task to open it.

3. Review the instructions, complete any required fields, and upload documents if requested.

4. Click Complete to submit the task.

After submission, your Recuriters will receive a notification regarding the completion of your task and the task status updates to Completed or In Review (if recruiter review is required). 

Notes

• Applicants receive an email notification when a task is assigned.
  

• Tasks remain available even after the due date, and submissions are still allowed.
  

• Recruiters and applicants can communicate through comments within the task.
  

• Uploaded files are automatically stored in the applicant’s Documents section.
  
  

If an applicant’s status becomes Hired or Not Considered, tasks remain visible but can no longer be submitted or modified.