Sending emails that use a template

Note: 

On a candidate record, you can send an email by clicking the Email button under the candidate's name. This creates an email with the candidate's email address populated in the To: field.

Recruiters and hiring managers can create email templates to send emails to candidates during any part of the selection process. Depending on the organization setup, a recruiter or hiring manager can be prompted to send an email during certain processes.

Note: 

Recruiters and hiring managers can still use their work email for correspondence, but the only way to keep an audit log of their correspondence in Talent Acquisition is to send emails from Talent Acquisition.

To send an email that uses a template, complete these steps.

  1. Access the candidate record or the job application record about which you want to send an email.
    Note: 

    Because email templates contain variables that must be resolved in the context of the email you are sending, you must verify that you are sending the email from the appropriate record. For example, if the email template contains a variable referring to a requisition, you should send the email from the candidate's job application record for that requisition.

  2. Click the Correspondence button under the candidate's name.

    or

    Access the Correspondence tab, and select Create Email on the Correspondence panel.

    or

    Click the Correspondence link and select Create Email.

  3. Select the appropriate email template and click Next.
  4. Modify the text of the email if required.

    • You can modify the email addresses or the text of the email without affecting the original template.

    • To attach a document that is not already attached to the candidate, click the Browse button, navigate to the file, and double-click it.

      You can attach up to five documents. If the email template already includes attachments, they automatically attach to the email.

      Note: 

      To attach a file that is already attached to the application, send the email from the attachment itself.

  5. Click Next.
  6. Review the email and click Send to send the email immediately, or click Finish to create the email in Created status, so it can be reviewed and modified before being sent.

    or

    To modify the email, click Previous, make your changes, then resume the process.

  7. To send a Created email, access the Correspondence tab, right-click the email on the Correspondence panel, and click Send. The status changes to Sent.