The primary function of candidate mail is to log all communication associated with a candidate. Its goal is to establish communication channels between you and candidates, facilitating the sending of crucial emails, interview invitations, feedback, and other relevant information directly to candidates via email.
Information: To learn more about Email Integration and how email communication syncs with calendar functionality, allowing you to schedule interviews or follow-up tasks seamlessly, click here: Sync your Emails, Microsoft 365, Sync your Calendar.
Information: To read more on how to configure Email Templates, click here: Configure Email Templates.
Information: To read more on how to setup the email signature, click here: Setup Email Signature.
To navigate to the candidate mail page, follow these steps:
- Navigate to the main navigation header bar and click on Candidates.
- You will find a list of all candidates. By clicking on a candidate, you will be redirected to the Candidate Summary page. Then, navigate to the Mail section.
- Here you can find all the emails related to the candidate.
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To send a new email to the candidate, click on New Email, which automatically populates the candidate's email ID.
Candidate Summary Page - Mail - New Email
- Insert a template rather than writing a complete email from the insert template option.
Note: The email description header includes a Job Placeholder, containing job-related tags such as Job Title, Job Type, Candidate Name, Job Owner, Location, Experience, Salary Band, and more, to insert in the email description. These are dynamic content tags which pick the values from the Job listing automatically.
New Email - Jobs placeholders - Insert - Send Email
- Click Send Email.
Here are the actions you can perform in the Mail section of the candidate summary page:
- Search: The Search function in the mail section allows you to quickly find specific emails by entering keywords or phrases.
- Refresh: Allows you to update the list of emails to view the latest messages.
- More: Consist of two options:
- Mark as Read: This signifies that you've opened and read the email. To mark multiple emails as read, simply select the checkboxes next to each email, then navigate to More and choose Mark as Read to streamline the process and eliminate manual effort.
- Mark as Unread: This option highlights emails that you haven't opened yet. Similarly, to mark multiple emails as unread, select the checkboxes next to each email, then go to More and choose Mark as Unread to streamline the process and eliminate manual effort.
- Filter - Show Only Favorites: Filters emails to display only those marked with a star, indicating they are favorites.
Candidate Summary Page - Actions