Name of Feature/Request: Resending email from recruiting step to candidate without marking the step fully complete until all documents are received
What financial, time savings, or quality of life improvements will occur from this: Allow for more flexibility of candidate tracking without adding more manual steps. | Frequency: Every time there is a new applicant. | This would provide a better flow for their recruiting process without having to add more manual steps. Also there are forms that certain parties cannot see due to privacy reasons and the current steps for form submission allow those people to see it. Therefore more manual steps have to be added to their process.
Attempted Solutions So Far: Add a manual step after email is sent to “ensure candidate has submitted requested forms”. This creates more unnecessary steps.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on fol.striven.com
Conversation started on Tuesday, December 03, 2024, at 20:57 (GMT+0) [20:58] Human Resources: how can i resend/re do a step in the candidate portal? [20:58] Courtney has joined the conversation [20:58] Courtney: Greetings! [20:59] Courtney: Can you provide more detail on what steps you are trying to resend? And could you provide a screenshot of this? [21:01] Human Resources: One of the steps associated with an application on the candidate portal was missed by the applicant. the step should have sent them an email to complete forms, but the applicant is saying they never got it. How can I resend this step to them? [21:02] Human Resources: the step highlighted is pending manual completion but the applicant is saying they never got the email
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/674f70a13a6a4684579f335c/v/5cc05e87cdbd96b3d431254494a9759ee342be86/image.png [21:03] Human Resources: Another view of how the step is set up.
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/674f70a13a6a4684579f335c/v/abf6337bb1f5eaae8077952a15e5b0a6c7588d48/image.png [21:04] Courtney: Ok thank you for the additional information. Give me just a few moments to check on this for you [21:05] Human Resources: ok thanks [21:08] Courtney: Just a few more moments. I am just checking a few different thigns [21:13] Human Resources: ok [21:16] Courtney: There is not currently a way to resend it out of Striven, but you should be able to go to your sent folder in your email and resend it from there. [21:20] Courtney: If you navigate to Employees > Recruiting > Process Applications and find this specific candidate application. Can you confirm if this step was completed? [21:20] Courtney: I notice your step was not check to send automatically so I am wondering if that original email was ever sent [21:22] Human Resources: If I mark it as “Make this step automatic” it will show as “completed” with a green check mark for the candidate view, when I don’t want that to be completed until I get all documents back. [21:23] Courtney: Ok that is perfectly fine. I understand that. I just want to make sure that the first email actually got sent. Were you able to look into your sent folder in your email? [21:26] Human Resources: my work email never shows emails sent from striven. is there a place on striven that would have this infomation??? [21:27] Courtney: Ok let’s try this instead. Can you send me a screenshot of the full application queue for this step? Similar to the screenshot below:
https://tawk.link/5ec6ead08ee2956d73a36e77/a/66d0b3200dd78ea5a3ed7800/01249ba6ba36bcdb3ecae7f80af3c3e099985719/image.png [21:28] Human Resources:
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/674f70a13a6a4684579f335c/v/83f9c9198d9054317f7874803a777eb3a6ebbe41/image.png [21:29] Courtney: Ok I think that is why. You still need to manually send the email to them. If you click the checkbox to the left of that row, and then click the send button. That should trigger the email to the applicant [21:32] Human Resources: ok, Thank You, I don’t think U had to do that for the last applicant… but this also now looks like that step was completed on my end…like the activity is now showing the next step… [21:32] Courtney: Ok can you share a screenshot again of how it looks now? [21:32] Human Resources:
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/674f70a13a6a4684579f335c/v/3d067bbcf40d402aee8e73dbd8498b36d3304a87/image.png [21:34] Human Resources:
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/674f70a13a6a4684579f335c/v/8180de9f712103f7d6916888e95a5b93d5f727a2/image.png [21:35] Human Resources: I still wanted the submit personnel file documents to have the blue finger [21:36] Courtney: Ok give me just another moment to check on this. [21:39] Courtney: Would you be ok with me opening a task for this so that I can do some testing on my end? I want to make sure I can find a good solution for you, but I will need to look into our functionality for this process a bit further. [21:41] Human Resources: I don’t mind [21:42] Human Resources: I am wrapping up for the day anyway. [21:42] Courtney: Ok I will get a task opened from our chat and will follow up with you through the discussions very soon. [21:42] Courtney: Is there anything else I can help with at the moment? [21:43] Human Resources: No That is all thank You [21:43] Courtney: You’re welcome! I hope you have a good evening! 
[21:43] Courtney: Thank you for your chat today. You should be receiving an email requesting your feedback. This will reflect on me and our interaction today with this Chat. I would greatly appreciate it if you could indicate your level of happiness with my performance by clicking one of the faces and submitting any comments you would like to share.
For more great resources, check out our Striven Community: https://APP.Striven.com. [21:43] Courtney has left the conversation No tawk.to live chat account ? Create one for free here! | Previously accomplished: Adding more manual steps
StrivenID: 4987882