Manage an interview campaign

An interview campaign is launched with managers and their employees. It is now a question of tracking its progress and relaunching those who are not on track....

 

Who is this article intended for? 

Administrators and managers of Eurécia in your company.

 

Au programme dans cet article :

• Managing interview campaigns
• Tracking progress for a campaign
  • The statistics
  • Détail des entretiens
• Sending reminders
  • Based on interview status
  • Based on the manager

 

Managing interview campaigns

Access : Individual interviews > Campaigns

• Go to "Individual interviews" and then "Campaigns".
• Feel free to display specific campaigns using the relevant filters
• Click on a campaign to select it

 

Tracking progress for a campaign

The statistics

It is possible to quickly visualize the progress for each interview using statistics and status:

• "In preparation" (In yellow): the manager has not set an interview date.
• "Planned" (In green): the manager has defined an interview date, the interview is being prepared by both apraisee and review manager.
• "Done" (In blue): The manager has specified in the software that he/she has conducted the interview. He/she is in the process of writing the conclusions.
• "To validate" (In blue): The manager has submitted the conclusion to the apraisee. It is now awaiting approval from the employee.
• "Closed" (In green): the interview was signed by both manager and employee. It is finished.
• "Cancelled" (In red): Interview was cancelled by managers or administrators.

Note : Campaigns "In preparation" did not start yet. Their start dates are later than the current date. Preparation will only be possible from the day of initialization.

 

Details of the interviews

The list of all interviews to be conducted uses the same color code as the statistics table. This makes it easy to know the status of each interview.

• Filter by status using "Interview state" filter.
• Base on your filter, you may decide to print relevant interviews. Just click on "Other actions" and select "Export campaign interviews".

 

Sending reminders

Based on interview status

Once the relevant campaign is selected,  just send a reminder to relevant managers clicking on "Remind the managers".

• Click on the "@" button in front of the status to be reminded
• Check the managers to be reminded: they will only receive an email for interviews with the status concerned
• Click on the "Reminder": the email is automatically sent.

 

Based on the manager

In the "Details interview" tab:

• Click on the "Remind the manager"

 

Keywords associated to this article :

Manage - process - interview campaign - employees - individual interviews - managers - administrators