| Activity types to be deleted are highlighted in Gray | "Mark Note As" should only be selected when logging in a "Note" activity type. | | |
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| Activity Type | Definition | Use Case | |
| BD Meeting | Tracking BD meeting details | For BD Meetings | |
| Call:NML | Call with no message left | Tracking outreach | |
| Call: SD Inbound | Incoming call resulting in a direct conversation (spoke directly) | Tracking incoming calls | |
| Call: SD Outbound | Outbound call resulting in a direct conversation (spoke directly) | Tracking outreach | |
| Call: VM Inbound | Incoming call, target left voicemail | Tracking incoming calls | |
| Call: VM Outbound | Outbound call with voicemail left | Tracking outreach | |
| Client Meeting | Tracking scheduling of client meetings and capturing details of meetings scheduled with the client | For Partner/Client meetings | |
| Email: Personal Inbound | Inbound email to personal address | Tracking inbound email communications | |
| Email: Personal Outbond | Outbound email to personal address | Tracking outreach | |
| Email: Work Inbound | Inbound email to work address | Tracking inbound email communications | |
| Email: Work Outbound | Outbound email to work address | Tracking outreach | |
| External Interview | Tracking scheduling of external interviews / capturing details of interviews with hiring managers | For client interviews | |
| Feedback: Client | Feedback from client | Recording feedback | |
| Feedback: Partner | Feedback from partner | Recording feedback | |
| Internal Interview | Details of interviews scheduled with KG partners | For candidate/partner interviews | |
| LinkedIn: Inbound | Inbound inmails or connection requests from targets | Tracking inbound LinkedIn communications | |
| LinkedIn: Outbound | Outbound inmails, messages or connection requests | Tracking outreach | |
| Note | Relevant notes on a candidate, Note Types should be specified. | Recording information from interviews/screening calls for communication to the team and hiring managers | |
| Off-limit(s) override | | | |
| Other | Typically used when logging automated activies such as stage changes or highlighting other changes to the record such as updating of contact information. | | |
| Task | Creating a "to-do" item. | When a reminder is needed for further action. | |
| Text: Inbound | Incoming texts | Tracking incoming text messages | |
| Text: Outbound | Outbound texts | Tracking outreach | |
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| Note Type | Definition | Use Case | Comments |
| Next Step | A definitive next step for a candidate in the search process | Setting up Partner or Client interviews | |
| Rationale | Reasoning for inclusion in the search process | Adding a new target to a search record | |
| Comments | Commentary from any member of the search team outside of other note categories | Sharing important information on the person with the rest of the team | No matter what the Activity Type is, marking it as a Comment will pull the most recent comment left on the Status Report for Pipeline & Eliminated stages IF you have opted to Show Comments on your template. |
| Recommendation | Official reccomendation from search team to client on next steps for the candidate | For inclusion on Candidate Fit Reports and the Client Portal | |
| Concern | Areas for growth or potential issues the client should be aware of | For inclusion on Status and Candidate Fit Reports, Interview prep reports and the client portal | |
| Strength | Specific areas of strength as it relates to any given search | For inclusion on Status and Candidate Fit Reports, Interview prep reports and the client portal | |
| Screening Note | Information gathered from an initial screening call with a potential candidate | Sharing information from initial candidate conversations with the rest of the KG team (should be gathered regardless of whether a candidate is to move forward in the process). | Will show on Interview Prep Reports. Currently visible on Client Portal. This will change in the future, but please ensure that any existing Screening Notes are not Published as they are typically used internally. |
| Personal Note | Personal information gathered about a candidate (ability to relocate, details about family, preferences on what type of opportunities are the most appealing) | For inclusion on Candidate Fit Reports, Interview prep reports and the client portal | |
| Professional Note | Overview/summary of major career milestones, motivations for career moves and other professional information gathered about a candidate. | For inclusion on Candidate Fit Reports, Interview prep reports and the client portal | |
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