Email Management


 

Send Automated Emails with Templates

Overview

You can use Email Templates to automatically send emails to candidates. Templates can align with candidate status changes and dismissal reasons. When you change a status, and when the template is tied to that status, an email will automatically go out with the content of the template.

This article will show you how to send Automated Emails and view emails the candidate has received.

Important Note

If your organization uses User Roles, Hiring MAnagers could change candidate status and therefore send automated emails.

Instructions

  1. Navigate to Email
    email_tab.png
  2. Apply the appropriate template under the Load Template area
    select_template.png
  3. Click Load Template
    load_template.png
  4. Select either Status Template or Dismissal Template
    select_type_of_template.png
    • Note: If you select both, your candidate will receive two (2) emails.
  5. Select applicable Candidate Status
    HR_ATS_SelectCandidateStatuses.png
  6. Click Save Template
    save_template.png
    • Note: Whenever a candidate’s status changes to HR Interview, an email sends to the candidate with the content of this email template.
      hr_interview.png
    • Note: If you dismiss a candidate and set the reason to Inadequate Education, an email sends with the content of this template.
      inadequate_education.png
  7. View emails the candidate has received



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