Action templates

In the "Actions" section, you can create and edit HR and Recruiting actions.

These action templates can be used both for assigning to employees and for creating scripts.

To create an action, you need to click on the "Create" button, specify the name, action type, description, comment type and click "Save."

Afterward, the action will be available for assignment to an employee or candidate, depending on the selected action type.

To delete an action, you need to click on the action settings icon and select "Delete."

When you delete an action template that has already been applied to an employee, the action and comments (if any) will remain in their profile and in the tasks of the responsible employee.

The "Performance review" action cannot be deleted, but it can be disabled from being displayed.

The "Welcome meeting," "Adaptation meeting," and "Probation meeting" actions cannot be deleted or disabled.