Creating a new transition email template

  1. Select Administrator > Transition Management > Setup > Email Templates.
  2. Click Create.
  3. Specify this information:
    Email Template
    Provide a name and description for the template.
    Active
    The email template is available in the system by default. To deactivate the template, clear the check box.
    Template Type
    • Candidate: Select this option when the email template is for candidates.
    • Resource: Select this option when the email template is for employees.
    Image URL
    You can add an image to a template. If the template includes an image, then specify the URL of the image that is used in the template.
    Preferred Email Language
    You can select the language to translate the email to for the recipients. If this field is blank, then the organization's base language is used.
    To
    Specify one or more recipients to for the email. You can specify actual email addresses or you can select variables that are replaced by the person's email addresses in context of the action. To specify a variable, press crtl andright-click in the field, then click Variables. The variable that you select is shown inside curly braces. For example, {HiringManager}. Separate multiple variables with commas.
    CC
    If you want the email to be copied (CC) to email addresses, you can add email addresses and variables. To add an email address, type the email address. To specify a variable, press crtl and right-click inside the field then click Variables. The variable that you select is shown in curly braces. For example, {HiringManager}. Separate multiple variables with commas.
    From
    You can add an email address or a variable to populate this field in emails that use the template. To add an email address, type the email address of the sender. The email address can be a generic system email address.To specify a variable, press crtl and right-click in the field then click Variables. The variable that you select is shown inside curly braces. For example, {HiringManager}. Separate multiple variables with commas.
    Subject
    Provide the subject of the email. To specify a variable, press crtl and right-click in the field then click Variables. The variable that you select is shown in curly braces. For example, {HiringManager}. Separate multiple variables with commas.
    Body
    Specify the text of the email. This is a Rich Format Text field that can be formatted. To specify a variable, press crtl and right-click in the field then click Variables. The variable that you select is shown inside curly braces. For example, {HiringManager}. Separate multiple variables with commas.
    Attachment
    You can attach multiple files to the template. These files are attached to any automatic or manual email that uses the template. If the recruiter uses the template for a manual email, then the recruiter can add more attachments or remove the template attachments.
  4. Click Save.