Introduction
Administrators can create Tag and Alerts to be used within the Ready Recruit product!
This guide will show you some useful features to help you set up Tags and Alerts in the Ready Recruit Product!
Quick Navigation
Creating a Tag and Alert
Click on the Admin Settings dashboard icon from the left-hand side navigation panel
In the Other Configurations section, click Tags (Alerts)
To create a new Tag, navigate to the tab you want the Tag to be created for (in this guide, we will create a Candidate Tag and Alert) and click the Add button next to New Candidate Tag
The New Candidate Tag Alert modal will appear, if you wish to create a Tag without an Alert, enter the tags name and click
The tag will now be created!
If you wish to add a Tag with an alert click the Alert toggle
This will cause the Alert modal to appear with the following fields
- Alert Entity- Entity against which the Alert will trigger
- Alert Message (If Tag Missing)- What message will be displayed if the tag is missing from the entity
- Alert Message (If Tag Present)- What message will be displayed if the tag is present in the entity
Once the relevant information has been entered, click
To view the Alert, find a record for which the Alert Entity was set up against (e.g Candidates, Companies etc)
The profile page will display the Alert in the top right-hand corner as below -
1 x alert is outstanding and needs to be actioned. Click to view the alert message
If we attach the missing document to the candidate record the alert will be actioned.
Once the alert has been actioned the icon will change to zero alerts requiring attention.
The Tag and Alert are now created and working correctly!
Editing and Managing Tags and Alerts
To edit a Tag or its Alert, click the Edit button next to the relevant alerts name
The Edit Tag modal will appear, edit the Relevant information and click
The Tag is now updated with the relevant information changed!
To disable a tag, click the Disable button next to the relevant alerts name
This will create a prompt, click OK to disable the tag
The Tag is now disabled!
To enable a Tag, click the Add button next to the disabled Tag
This will create a prompt, click OK to enable the tag
The Tag is now enabled for use!