In the competitive world of recruiting, success doesn’t happen by accident—it’s built on a foundation of consistent, intentional action. Every phone call, every email, every candidate touchpoint matters. Yet too often, these interactions live only in our memories… until they fade.

That’s where TE Recruit™’s Activities feature steps in—your digital command center for tracking, measuring, and improving every move you make. Whether you’re a solo search consultant or managing a full recruiting team, Activities helps you work with clarity, stay on top of priorities, and turn effort into income.

The Recruiter’s Dilemma: Too Much to Track, Not Enough Time

You already know that recruiting is part art, part science. The art is building relationships. The science is keeping track of them.

In today’s post-COVID, remote-first environment, recruiters can’t rely on overhearing conversations in a bullpen or catching updates in the breakroom. Your team might be scattered across states—or continents—and without a clear, shared record of what’s been done, important opportunities can slip through the cracks.

That’s the danger:

• A client conversation not logged means a teammate might follow up without context.

• An interview note forgotten means wasted prep time.

• A follow-up task left unscheduled means a competitor gets the placement.

Activities is the solution—because it captures, organizes, and connects every action you take to the related candidate, client, and job order records.

What Are Activities in TE Recruit?

Think of Activities as the chronicle of your recruiting desk. It records both scheduled events and completed actions, including:

• Client & candidate communications – Calls, emails, meetings

• Placement-oriented events – Phone screens, sendouts, interviews, job intakes

• System events – Record creation, edits, pipeline stage changes, hotlist additions

Every entry links to the relevant records in your ATS/CRM so you always know:

• Who was contacted

• About which candidate or job

• When it happened

• Who on your team did it

This is more than note-taking—it’s creating a relational map of your recruiting process, ensuring that context is never lost.

Three Powerful Ways to Review Activities

One of the biggest strengths of TE Recruit’s Activities is how flexible it is in showing you exactly what you need, when you need it.

1. The Record Cards

On any candidate, contact, or job order record, the Activity Card displays the 10 most recent actions—both scheduled and completed. Cards can be turned on or off in your view selector, so you only see what’s relevant. It’s the quickest way to check recent history.

2. The Timeline View

The Timeline is a chronological “everything log”—including system events. See the moment a record was created, edited, or moved through a pipeline. Filter out noise if you only want emails or completed activities. For accountability and full context, nothing beats the Timeline.

3. The Activities Tab

Need to search the conversation history? The Activities Tab lets you filter by user, activity type, and even specific keywords. If you remember a candidate mentioned “softball” last month, you can find that note in seconds.

Seeing the Big Picture: Agenda & Planner

Activities aren’t just about looking back—they help you manage the future.

• Daily Agenda – Opens from your sidebar to show everything scheduled today. Perfect for a quick check when a client asks, “When can you talk this afternoon?”

• Planner – Your calendar view in daily, weekly, or monthly mode. It rolls forward any incomplete activities so nothing slips through. View multiple users’ plans to coordinate team efforts, reschedule overdue items, or mark them complete.

The Planner becomes your control tower—keeping you focused on the calls, interviews, and meetings that drive revenue.

Customizing Activities for Your Agency’s Workflow

No two recruiting agencies operate exactly the same way. That’s why TE Recruit lets you create, edit, and organize your own activity types.

• Add specialized call categories (e.g., “Marketing Call,” “Reference Check”) for better reporting.

• Edit labels to match your terminology.

• Delete unused types and remap them to consolidate history.

• Reorder the list so your most common activities appear at the top—saving clicks and time.

This customization ensures Activities matches your process, not the other way around.

Productivity Power Tools Inside Activities

Beyond basic scheduling and note-taking, TE Recruit’s Activities pack in collaboration and efficiency features that set it apart.

Quick Notes

When you just need to jot something down fast—no selecting types, no linking records—Quick Notes let you log thoughts instantly in the Timeline. Perfect for capturing fleeting details before you move on.

Mentions

Need a teammate to see something? Type @ plus their name in an activity note to send them an instant notification (and optionally an email). It’s in-app collaboration without the back-and-forth of separate messages.

Recurring Activities

For standing check-ins—weekly client updates, monthly placed-candidate follow-ups, annual anniversary calls—you can set Activities to repeat automatically.

Notifications & Reminders

Set reminders minutes, hours, or days ahead. Get an in-app bell notification or a browser pop-up—even if you’re working in another tab.

Invites & Calendar Integration

Send meeting invites directly from TE Recruit—either through built-in email invites or via Microsoft 365/Google Workspace integration. Add Teams or Google Meet links automatically so every scheduled event is ready to go.

Why Activities Drive Placements and Profits

Top-producing recruiters share one habit: they measure their activity levels and hold themselves accountable.

They know that a certain number of calls, emails, interviews, and sendouts per week leads to a predictable number of placements. Activities makes that measurable—so you can forecast income and hit your targets.

For managers, it’s equally powerful:

• Track whether team members are completing required outreach.

• Identify high-performers’ patterns to replicate across the team.

• Ensure “if it’s not in TE Recruit, it didn’t happen” is more than a mantra—it’s a measurable standard.

The Recruiter’s Transformation: From Overwhelmed to Organized

Before using Activities, many recruiters feel like they’re always reacting—chasing missed calls, searching for notes, trying to remember who said what.

After implementing Activities, those same recruiters:

• Start each day with a clear, prioritized plan.

• Collaborate seamlessly with teammates—without endless check-ins.

• Spot opportunities faster because they see the whole picture.

• Spend less time remembering and more time placing.

It’s not magic—it’s method. And it’s built into TE Recruit.

The Next Step Is Yours

If you’re ready to replace scattered notes and memory-based tracking with a centralized, streamlined, and customizable activity system, TE Recruit’s Activities feature is your competitive edge.

You’ve just seen how it helps agency recruiters and search consultants work smarter, collaborate better, and close more placements. Now, imagine what it could do for your team.

Request a demo today and see why TE Recruit™ by Top Echelon is the top-rated all-in-one ATS and CRM for recruiting agencies—designed to help you track every action, hit every target, and win every placement.