Follow-up Queue¶
Track HR action items and callbacks — reminders to chase a document, ring a candidate back, or complete an admin task — and assign them across the team so nothing slips.
Screenshot: Follow-up queue — TODO
Open HR Management → Follow-ups (/hr/follow-ups).
Lodge a follow-up¶
- Click Lodge Follow-up and enter the Subject.
- Set the Next follow-up date (and optional Time) and add Notes.
- Assign to a colleague (or yourself) and Save.
Work the queue¶
Assigned follow-ups appear for the owner, who can Accept or Decline them; managers can Edit or Reassign. Use View to open the thread and record what happened, then set the next date or close it.
Don't miss due items
Follow-ups nearing their due date escalate via notifications so they surface before they're overdue. Keep the Next follow-up date current as the task progresses.
Related¶
- Approvals Dashboard — for requests that need a decision (vs. tasks to chase).