A job is still open. Candidates have been shortlisted, but the next action is unclear. Start there: what is holding up the work, and who needs to act?
Use this suggested desk review to choose your priorities. Adjust it around your bookings, interviews and client commitments. The useful result is a clear next action that someone takes responsibility for.
Start with work that needs a decision
Review the commitments due today and any unresolved work carried forward. Look for an interview needing confirmation, a changed booking or a client waiting for an answer.
For an open job, check the latest conversation before deciding what to do. Has the brief changed? Is the consultant waiting for candidate feedback, client feedback or information from a colleague?
Talisman's Dashman reporting supports views by date, consultant and branch, with detail behind the headline figures. Use the relevant records to understand what needs attention. Your team decides the priority.
Give each next action an owner
Choose the actions that need your involvement and agree which a colleague will handle. Include the record, the expected result and when someone needs an update.
When handing over a candidate or client conversation, leave enough context for the next person to continue. Record what has been agreed, what remains uncertain and who is waiting for a reply.
If your colleague needs a decision before proceeding, make that explicit. Confirm that they have the information and access needed to do the work.
Review repeat reminders before automating them
Identify a recurring task with a clear starting condition, such as a missing document or a planned follow-up. Agree the message, timing and person who handles the reply.
Talimate supports rule-based follow-up, email and SMS reminders, and notifications to your team. Test the chosen workflow with realistic records before switching it on.
Include a completed action, changed circumstances and an unanswered message in the test. Review what was sent and what the consultant needs to do next. Keep candidate suitability and other consequential decisions with the appropriate people.
Close the loop on unfinished work
At the next review, return to the actions you agreed. Which were completed, which changed and which still need help?
Discuss the reason for a stalled task using the record and conversation. If the same question keeps recurring, agree a specific process change and check whether it helps in practice.
Keep the review focused on decisions your team can act on. Our recruitment KPI guide covers the definitions behind management measures. A daily desk review turns that context into a clear commitment: who will do what next?