Manage Candidates – Configure and Send Email Templates

With this enhancement, administrators can now create and activate email templates that recruiters can select and send from the Managed Candidates page.

Administrators

To configure email templates, administrators can go to Admin > Recruit > Email Templates.

  • Administrators can create, edit, activate, and inactivate templates. Only active templates appear on the Manage Candidates page.
  • Only templates created by selecting the Candidate Email category display on the Manage Candidates page.
  • Templates must be created in a default language first, followed by other languages, if necessary.

Recruiters

To access email templates, Recruiters can go to the Manage Candidates page.

  • Recruiters can select active, configured templates from the Choose a Template drop-down.
  • Selecting a template automatically populates the associated Subject and Message information. These fields are editable, if necessary.
  • By default, language is selected based on the logged-in user's language. To see the template in a different language, select an option from the Language drop-down.
  • Tags can be used in email templates. The tags are replaced with relevant data when the email is sent.

Starter Guide

Click here to download the Manage Candidates Starter Guide.

Considerations

Activating or inactivating a template applies to the template for all languages. It is not possible to mark a specific language in a template as active or inactive.

Implementation

This functionality is automatically enabled for all organizations who have the Email from Manage Candidates functionality enabled.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Recruiting Configure Email Templates- Manage Grants ability to configure email communication templates. This permission cannot be constrained. This is an administrator permission. Recruiting

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Requisition: Manage Grants ability to access and manage all requisitions regardless of ownership (constraints permitting). This permission also grants read-only access to the Applicant Review tab when creating or editing a job requisition. This permission can be constrained by OU, User's OU, and Grade. Recruiting
Requisition: Owner

Enables owner to access requisitions and applicants for requisitions for which they are an owner. This permission also grants read-only access to video interviews that are completed by applicants via HireVue. For portals with Referral Suite enabled, this permission also enables requisition owners to edit the referral source on the Applicant Profile page. This permission cannot be constrained.

Note: This is a dynamically assigned permission that is not available in Security Role Administration. If the user is removed as an owner, the permission is revoked for the associated requisition. This permission cannot be manually assigned. Also, if a user has both the permission necessary to manage requisitions and be a requisition owner, the constraints of the Requisition: Manage permission overrule those of the Requisition: Owner permission. For requisition owners that do not also have permission to manage requisitions, only certain fields are editable when editing a requisition.

Recruiting