Arrival Call

The Arrival Call workflow allows the user to record the candidate's arrival time for a contract assignment.

  1. From the Experience segment, Contract Assignments/Direct Placements grid, select the Assignment to use in the workflow.

  2. Select Arrival Call from the workflow buttons below the list box.

  3. The Arrival Call workflow will open in a new window. While updating the form notice that fields marked in red are required to complete the workflow; and that by clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field.
  4. Select Add Reminder Call and Notes as needed.
  5. Click Confirm to complete the workflow.

  6. Verify the Arrival Call entry, along with the result, and notes from workflow posted to the journal.

Add Reminder Call

The purpose of the reminder call is to create a follow-up with the person regarding the arrival call just completed.

  1. From the Arrival Call workflow, select the Add Reminder Call? option to add a follow-up task to contact the person at a later date.
  2. The Reminder Call workflow will open immediately after the Arrival Call workflow closes.
  3. Be sure to change the date to post the task and alarm for the correct follow-up date. By clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field, or choose a date.
  4. The fields marked in red are required to complete the workflow; they should be auto populated from the person’s record. Add notes as necessary.
  5. You are required to enter a Follow-up Time at the bottom of the window.

  6. Click Confirm to complete the workflow.

    Note: Upon Confirm, a follow-up task will be posted to the Tasks of the User in the Post to view field and the Assignment view field. Additionally, a Task will also be posted to the Current User's Outlook Task List.

  7. Verify the Reminder Call entry and notes from workflow posted to the journal.

  8. Verify the Reminder Call task and notes from workflow are posted to the task list.