Click on the Email Template tab to set up any email templates you would like for candidates to receive. Emails are triggered as an applicant moves through the hiring pipeline - such as being shortlisted or being scheduled for an interview:
Open the ‘add new’ button and scroll to fill out all the fields:
- “Email template title” is just an internal field so that you know what it is for. The “Subject” field and content field is what the candidate will see.
- Email category will always be ‘Pipeline Notifications’ and this is correct.
- If you would like someone in your organisation to be cc’d you can add them here. If you want the recruiter who created a job, hiring manager on a job or applicant/candidate to receive the email we will add this setting when we go through setting up a pipeline.
- If you are copying in a template from another system, please remove any special characters/formatting that look strange. You will be able to see how it is looking in the preview on the left in case you need to correct anything:
Don’t forget to click save!