Overview

The Event Overview tab is your primary workspace for managing individual events and event groups. The tab layout adapts based on which you are viewing. From a single view, you can monitor candidate activity, track preparation checklist progress, and access event configuration details without navigating between multiple pages.

Overview tab for individual events

When you open an individual event, the Overview tab displays four primary sections:

Event dashboard: Displays real-time candidate metrics including total candidates added, registered candidates, assessed candidates, and applicants. These metrics are configurable through the Event Home Page configuration.

Pre-event checklist: Shows setup tasks required before publishing the event. Each item links directly to the relevant configuration page.

Post-event checklist: Lists follow-up actions to complete after the event concludes. These tasks help you maintain engagement with candidates.

Event details: Shows basic event information including name, type, format, date, time, and location. You can edit these details directly from this section.

Event dashboard metrics

The dashboard provides key metrics:

All: Total count of all candidates across all stages and activities within the event.

Added to event: Total number of candidates added to the event through any method (manual entry, import, or existing talent pool).

Registered: Total number of candidates who completed registration for the event.

Assessed: Total number of candidates evaluated using event assessment forms during the event.

Applicants: Total number of candidates sourced through the event who applied on your career site. This metric tracks candidates who moved from event attendance to formal application.

Archived: Total number of candidates who have been archived from the event.

The specific metrics displayed are configurable through the Event Home Page configuration in the Admin Console.

Pre-event checklist

The pre-event checklist includes tasks required before publishing the event:

1. Create event team: Add team members who will manage and coordinate the event.
2. Add target positions: Select positions you want to fill through this event.
3. Add candidates: Import or add candidates to invite to the event.
4. Create assessment form: Build evaluation forms to assess candidates during the event.
5. Create landing page: Configure the public-facing event registration page.
6. Create registration campaign: Send invitations to candidates for event registration.
7. Create follow-up campaign: Re-engage candidates who received invitations but have not registered.
8. Create reminder campaign: Send event details and reminders to registered candidates.
9. Publish event: Make the event visible to candidates and enable registration.

Each checklist item includes a direct link to the relevant configuration page. Completed items display a checkmark, while pending items show an empty circle.

Post-event checklist

The post-event checklist contains three follow-up tasks:

1. Create lead follow-up campaign: Engage with candidates added to position pipelines during the event.
2. Create thank you campaign: Thank candidates who were not selected for positions. This maintains positive relationships for future opportunities.
3. Create applicant campaign: Re-engage candidates who applied to positions through your career site after the event.

Event details section

The Event details section displays basic event information:

• Event name
• Event type (Open Event, Invitation Only Event, or Campus Scheduling Event)
• Event format (In-person, Virtual, or Hybrid)
• Event date and time
• Event location or meeting URL

An Additional Info section displays custom fields such as the purpose of the event.

You can edit event details by selecting the Edit button within this section.

Overview tab for event groups

When you open an event group, the Overview tab displays the same four primary sections as individual events:

Event dashboard: Shows candidate metrics aggregated across all child events within the group. Metrics include All, Added to Event, Registered, Assessed, Applicants, and Archived.

Pre-event checklist: Displays setup tasks for the event group. The checklist includes:

1. Create event team: Add team members to manage the event group.
2. Add target positions: Select positions to target across all child events.
3. Create events: Generate individual child events within the event group.
4. Add candidates: Add candidates to the event group. Candidates can select which child event to attend.
5. Create landing page: Configure the event group landing page.
6. Publish event: Make the event group visible to candidates.

Post-event checklist: Lists the same follow-up tasks available for individual events. These tasks apply to candidates across all child events within the group.

Event group details: Shows detailed information about the event group:

• Event name
• Event type (Open Event, Invitation Only Event, or Campus Scheduling Event)
• Event format (In-person, Virtual, or Hybrid)
• Event date and time
• Event location or meeting URL

An Additional Info section displays custom fields such as the purpose of the event.

You can edit event group details by clicking the 'Edit' icon in the Event group details section.