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Effectively managing reschedule reasons and tracking rescheduling activities is critical for maintaining a transparent and organized hiring process. This article provides detailed instructions for creating, logging, editing, and deleting reschedule reasons and logs in ModernLoop.

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In This Article

Steps to Creating Reschedule Reasons

1. Navigate to Reschedule Reasons:

   • Go to Organization Settings → Tasks → Reschedule Reasons.

2. Add a New Reason:

   • Click Add reason.
   • Enter the name of the reschedule reason in the provided field.
   • Click Add to save the reason.

   

3. Result:

   • The new reason will now appear in the Reschedule Reason dropdown menu when logging a reschedule.
   • The reason will also appear in the Reschedule Logs Report in Metrics → Recruiting Team.

Steps to Logging a Reschedule

1. Open the Candidate’s Task:

   • Navigate to the candidate’s task and open the Task Pane.

2. Locate Reschedule Log:

   • Scroll to Reschedule Log (found between Requirements and Activity in the task pane).

3. Add a Reschedule Log Entry:

   • Click the + next to Reschedule Log.
   • Fill in the following details:
     • Date the reschedule occurred (either today’s date or a past date).
     • ModernLoop User who performed the reschedule (select from the dropdown menu).
     • Reschedule Reason (choose from the dropdown menu).
     • Optional Note to provide additional context.
   • Click Save to log the entry.

   

4. Result:

   • The reschedule will be recorded in both the Reschedule Log and the Activity Feed for the task.
   • This entry will also be reflected in Metrics → Recruiting Team.

Steps to Edit and Delete a Reschedule Log

1. Open the Candidate’s Task:

   • Navigate to the candidate’s task and open the Task Pane.

2. Locate Reschedule Log:

   • Scroll to Reschedule Log and click the ellipsis (...) next to the log entry you want to modify.

3. To Edit a Log:

   • Select Edit.
   • Make the necessary changes.
   • Result: The edits will appear in both the Activity Feed and the Reschedule Log.