- Start by scheduling an Activity
- Enter the appropriate details and then click the Add Notification link
- Select the minutes, hours, or days in advance that you wish to be notified
- Click the Schedule button when complete
- When your selected Notification date and time arrives, you’ll see a new Notification in the top right corner of Big iller
- Worried about missing that notification in the software? You can also take advantage of browser notifications so you’ll be reminded even if you happen to be logged into Top Echelon Recruiting Software, but looking at another web page
Logging/Scheduling Activities
Logging an Activity
- Navigate to a Datasheet, Pipeline or the Planner within Top Echelon Recruiting Software
- From a Datasheet – locate the Completed Activities card and click on the log icon
- From a Pipeline – locate the Log/Schedule column on the right and click on the log icon
- From the Planner – click on the log icon in the top right corner of the page
- The Add Completed Activity window will open where you can select the appropriate Activity Type, enter any corresponding Details and/or link any Related Records
- Click the Log button when complete
Scheduling an Activity
- Navigate to a Datasheet, Pipeline or the Planner within Top Echelon Recruiting Software
- From a Datasheet – locate the Open Activities card and click on the Schedule icon
- From a Pipeline – locate the Log/Scheduled column on the right and click the schedule icon
- From the Planner – click on the Schedule icon in the top right corner of the page
- The Add Scheduled Activity window will open where you can select the appropriate Activity Type, enter any corresponding Details or link any Related Records, and schedule it for a specific Date and Time
- Click the Schedule button when complete
Viewing All Scheduled/Open Activities on a Record
- Navigate to the corresponding Person, Company or Job Order Datasheet
- Click on the Activities tab at the top
- All Activities related to this record will be displayed, with the Open Activities on the left and the Completed Activities on the right
Mass Logging/Scheduling Activities
- To log or schedule Activities from a list of multiple records:
- Navigate to a list such as Search Results, a Hotlist, or a Pipeline
- Select the checkboxes of the records you wish to relate to the Activity
- Click to expand the action icon at the top of the list and choose either Log or Schedule Activities and enter all corresponding details
- Click the corresponding Log or Schedule button when complete
Activities in Top Echelon Recruiting Software
- Open Activities = any Activity that has not yet been completed
- Completed Activities = any Activity that has already been completed
- To log or schedule Activities from a single record:
- Navigate to the Datasheet and locate the corresponding cards
- Click on the Log or Schedule icons in the top right corner of the card and enter all corresponding details
- Click the Log or Schedule button when complete
- To log or schedule Activities from a list of multiple records:
- Navigate to a list of search results, a Hotlist, or a Pipeline
- Select the check boxes to the left of the corresponding records
- Click to expand the action menu, choose either Log Activities or Schedule Activities, and enter all corresponding details