View Calendar
Table of Contents
The BrightMove Calendar
The Calendar is found under the Planner menu item in the left frame of the BrightMove screen. It gives the user a view of activities performed and scheduled, broken down by day for the current month. It is interactive, meaning that if you click on an activity displayed on the calendar, you will be able to see the details of the activity. It is intended to be a snapshot of activities.
Adding an Actvity to the Calendar
From the Calendar screen
To add an activity from the calendar screen, click on the “Add Activity” link in the upper right corner of the Calendar screen. Fill in the activity details, and click the “Submit” button.
You may also go to the Applicant or Contact profile and enter an activity there, and it will be reflected on the calendar.
To enter an activity on an Applicant Profile
If you send an email from within BrightMove, it will be automatically recorded in the Activities section of the applicant profile. To manually enter an activity into your applicant’s record, scroll to the activity section of the page. Then, click on the “add activity” link on the top right side of the activity section. The “Create New Activity” screen will be displayed.
Choose an activity type from the drop down box on the screen. The date and time automatically default to the present date and time, but you can change them both if you need to (e.g. many recruiters enter all of the calls they made during the day at the very end of the day). If you would like to set a reminder for yourself about this activity or to follow up on it, check the “set reminder” box and enter the date you would like your reminder to appear. Then, enter your text describing your activity in the text box. Once you are satisfied with your entry, click the “Submit” key. The activity will be saved in the Activity section of the Applicant Record. If more activities are added they will also be saved, and will be displayed with the most recent activity first.
To enter an activity on a Contact Profile
If you send an email from within BrightMove, it will be automatically recorded in the Activities section of the contact profile. To manually enter an activity into your contact’s record, scroll to the activity section of the page. Then, click on the “add activity” link on the top right side of the activity section. The “Create New Activity” screen will be displayed.
Choose an activity type from the drop down box on the screen. The date and time automatically default to the present date and time, but you can change them both if you need to (e.g. many recruiters enter all of the calls they made during the day at the very end of the day). If you would like to set a reminder for yourself about this activity or to follow up on it, check the “set reminder” box and enter the date you would like your reminder to appear. Then, enter your text describing your activity in the text box. Once you are satisfied with your entry, click the “Submit” key. The activity will be saved in the Activity section of the Contact Record. If more activities are added they will also be saved, and will be displayed with the most recent activity first.
Editing an Activity
Click on the activity that needs to be edited and the Activity detail screen will be displayed. Click the “Edit” link in the upper right corner of the screen, and then make the appropriate changes. Once the editing is complete, click the Submit button to save the edited activity.