Requirement
Recruiter rights (authorization to collaborate in the process / dossier)
Important:
This function is for internal invitations only - candidates will be informed separately by e-mail.
Further general information:
- Appointments with your colleagues must be made in your calendar tool.
- The sent internal appointment invitations are not displayed in the process step.
Process flow Notify employees in process steps
1. When adding a new process step with date data, Dualoo automatically prompts you to send an internal calendar invitation.
2. After clicking on ‘Yes’, a window will open to edit the appointment. Below you will find the individual options based on the numbering in the image.
33. By default, the responsible and executing persons are stored as recipients. Additional recipients can be added.
4. The subject and message are generated automatically and can be customised.
5. If the ‘Termineinladung versenden’ checkbox is active, an invitation will be sent – otherwise, only an email will be sent.
6. Optionally, availability (Occupied / Available) and visability (Normal / Confidential) can be specified.
7. The location can be added for information purposes, but no room reservation is made via Dualoo.
8. Click ‘Send’ to send the invitations.
Note: Rejections or replies are not automatically forwarded to you. All recipients are therefore informed in the appointment that rejections/replies should not be made via this appointment.
Editing / Sending an appointment again
1. If changes are made to appointment dates, Dualoo automatically prompts you to resend the invitation.
(Existing calendar invitations are not automatically updated or deleted.)
2. Additional employees can be invited at any time via the three dots in the process step.
