Schedule a task in Carerix with HireData

Welcome to our comprehensive guide on how to create a “Schedule task” in Carerix with HireData. Follow the instructions below to learn the process so you can manage it yourself. At the end, you will also find a video tutorial for additional support. You should already have created an automation for Carerix - see how to do this here.

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Step 1: Create a task

Click the [+] to open the Building Blocks menu, then on [Task] and finally select the [Carerix] app. You will see all of the automated tasks that we currently support through Carerix:

• Add Activity or Item
• Update Field(s)
• Schedule task

Select the task you want to create.

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Step 2: Set it up

In this guide, we will focus on creating a “Schedule task”. After you click on the [Schedule Task] button, you need to fill in a few fields. 2.1. Choose the owner of the task The first thing you need to do after creating the task is make sure the owner is the same as the owner of the match. To do that, select [ID] in the [Match Owner] box and [Match: Owner (User)] in the [With] box after that. That way, the task will be assigned to this person. 2.2. Set a start and a due date Depending on when you want the task to start and be completed, you can set a [Start date] as well as a [Due Date]. 2.3. Include a subject In the [Subject] area, you can add variables. There are two ways to do that. The first one is to open the variables on the right via the {} button. Then type any keyword of the variable to find it quicker, and simply click on it to copy. The other way to do this is to type ”{{” followed by the variable’s name in the subject field. For example, if you want to check if the candidate is happy, you need to type “Check if {{CandidateFirstName is happy”. 2.4. Write a description Write a brief description of the task - this shouldn’t be longer than one sentence. 2.5. Select the status of the task It can be:

• To do
• In progress
• Done
• Screening accepted
• Screening declined

2.6. Add expiration date or a delay This is optional, so if you don’t want to add them, you can skip this part. 2.6.1. Setting an expiration date for the task 2.6.2. Setting a delay for the task 2.7. Match the candidate Make sure to match the correct candidate to this task so it also matches the candidate’s file in Carerix. 2.8. Save the task Click on [Save Task] at the bottom of the Building Blocks menu.

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Step 3: Review the task

Review the summary of the task in the automation.

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Video guide