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All CollectionsAdapt Training Articles'On Behalf Of' Activity Feature throughout Adapt
Where can I use Activity Attribution in Adapt?
Where can I use Activity Attribution in Adapt?

Activities using the 'On Behalf Of' feature in Adapt.

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Written by Jackie Read
Updated over 3 years ago

The activity performance areas can be categorised as follows:

Business Development

Business Development Activities which can be run On Behalf Of someone else:

  • Client Created

  • Client Visit Arranged

  • Client Visit Attended

  • Contact Created

  • Lead Converted to the Job

  • Lead Created

Phone Calls

Phone Call Activities for Candidates which can be run On Behalf Of someone else:

  • Call Made (Candidate)

  • Call Received (Candidate)

  • Called Left Message (Candidate)

  • Called No Answer (Candidate)

  • Canvass Call (Candidate)

Phone Call Activities for Client Contacts which can be run On Behalf Of someone else:

  • Call Made (Client Contact)

  • Call Received (Client Contact)

  • Called Left Message (Client Contact)

  • Called No Answer (Client Contact)

  • Canvass Call (Client Contact)

Job Activity

Job Activities which can be run On Behalf Of someone else:

  • Contract Job Created

  • Contract Job Filled - Note: This activity is logged against the current logged in user when not using activity attribution.

  • Perm Job Created

  • Perm Job Placed - Note: This activity is logged against the current logged in user when not using activity attribution.

  • Temp Job Created

  • Temp Job Filled - Note: This activity is logged against the current logged in user when not using activity attribution.

  • Unbook with Replacement Candidate - Note: This can be run from the Temp Desk or the Assignment. This activity is logged against the current logged in user when not using activity attribution.

  • Contract Extension - Note: This activity is logged against the current logged in user when not using activity attribution.

  • Change Requirements  - Note: A change of Job requirements creates an activity under 'New Jobs'.

Recruitment Tasks

Recruitment Activities which can be run On Behalf Of someone else:

  • Check In - Note: This activity is logged against the current logged in user when not using activity attribution.

  • Email Sent

  • Letter Sent

  • New Candidate

  • Registered Candidate

Submissions

Submission Activities which can be run On Behalf Of someone else:

  • Batch Longlist - Note: This activity is logged against the current logged in user when not using activity attribution.

  • Batch Send CV

  • Batch Shortlist - Note: This activity is logged against the current logged in user when not using activity attribution.

  • Candidate CV Sent

  • Candidate Submitted

  • Candidate Feedback Submitted

  • Client Feedback Submitted

  • Client Interview Arranged

  • Client Interviews Attended

  • Internal Interviews Arranged

  • Interview Arranged

  • Offer Made to Candidate

  • Send CV on Spec

  • Send CV on Spec to Lead

  • Speculative CV Sent

  • Speculative Interviews

GDPR & Compliance

  • Consent / Permission Request

  • Batch Consent / Permission Request

  • Refresh Consent

  • Compliance & Onboarding - Email Doc

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