As you may have seen, the activity you’ve performed in your Applicant Tracking System (ATS) is now visible under the 'Activity' section in your Robin account if you're using Otys, Bullhorn, Carerix, MySolution, Connexys, or Tigris. This activity includes notes and statuses of candidates, among others. Below, we explain how you can view and edit these activities in different ATS systems.
Carerix:
Notes:
Open a candidate list.
Select a candidate.
Open the Activities tab.
Click the “+” button.
Open the Type dropdown menu.
Select “Note.”
Fill in the subject.
Enter the text for the note.
Click the Complete button.
Statuses:
Open a candidate list.
Select a candidate.
Open the Matches tab (applications are displayed as matches in Carerix).
Select a match and click the dropdown at the phase.
Click the status to open a dropdown menu.
Select a status from the list.
Click the Save button.
Bullhorn:
Notes:
Open a candidate.
Open the Actions dropdown menu.
Select Add Note.
Type the desired note.
Select an action.
Click the Save button.
Statuses:
Open a candidate.
Open the Submissions tab (jobs are displayed as submissions in Bullhorn).
Select a submission and click the dropdown for the status.
Select a status from the list.
Otys:
Events UI:
Open the candidate list.
Select a candidate.
Open the Applications tab.
Click Change Procedure.
Specify the status. Otys has a 3-step status state, and for this event, we retrieve the most recent step filled in.
Click the Save button.
Notes:
Open the candidate list.
Select a candidate.
Open the File tab.
Click the “+” button.
Select Note.
Fill in the text and subject of the note.
Select the type.
Click the Save button.
Outreaches (Currently, we only support notes about outreach via WhatsApp):
Open the candidate list.
Select a candidate.
Open the File tab.
Click the “+” button.
Select WhatsApp.
Fill in the note about WhatsApp outreach.
Click the Save button.
Note: The phone number of the candidate must be filled in the data to register WhatsApp outreach.
By synchronizing these activities from your ATS to Robin, you can easily and quickly get insight into all relevant information about your candidates. If you have any questions or need help setting up these features, let us know!