Progression Activity notes are one of the ways you can keep records about your candidates in Loxo. Activity notes:
Can be linked to a specific Job.
Can be useful for confirming a person's background or experience.
Help track events, communications, and updates.
Candidate-level data can be filtered by job, event type, or the user associated with the activity, while also providing a chronological overview of any events logged on the profile.
Job-specific notes can help power reporting metrics on things such as screening activity or candidate submissions.
For example, Progression Activity Notes enable KPIs tracking for how often a screening call leads to a first client interview.
Use Progression Activity Notes
Follow the instructions below to view and add Progression Activity notes to a person's profile:
Open the candidate's profile and select the "Activity" tab at the top.
The "Add an update..." option will be at the top. Select a Progression Activity using the dropdown in the bottom left corner.
Once you've selected the activity type, select the job name, if applicable. Linking a job here provides data for filtering and reporting.
Add your notes, then save.
If you have linked the event or update to a specific Job Pipeline, the Progression Activity that you have selected will move the person to the mapped stage in the job. If the activity is mapped to nothing, it will not move a candidate. If the event is not mapped to a job, it will also not move the candidate.
Note: if you use a Progression Activity that is linked to "Nothing" to add an update to a person's profile, and if you link that update to a Job Pipeline (that the person isn't already in), it will add them to that job, but it will not map them to a specific stage. Proven practices are to ensure a candidate has been added to a Job Pipeline before adding activity that is linked to the job on their profile.
Editing or Updating Progression Activity Notes
If you have a previous Progression Activity note you'd wish to update or change, whether to adjust the date or the note itself, follow the steps below to update:
Open the person profile you wish to update
Click on Activity at the top of their profile
Search for the Progression Activity which needs updating with the date or specific activity
Click on the bolded Progression Activity
Adjust the date, Progression Activity type or Job, if necessary.
Make additional changes to the note, if necessary.
Click
