Automatically Send Email Templates

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HR Administrators can choose to automatically trigger emails by attaching the relevant email template(s) to a workflow stage.

To attach an email to a workflow stage:

  1. Click Libraries > Workflows
  2. Click the Workflow Name > Edit
  3. Click the Recruiter Stages tab
  4. Click Edit on the stage you'd like to trigger the email template(s) from
  5. Click Emails tab > then Add
  6. Click the Template Name > Send email on Stage Entry > Use

The email will automatically be sent to each candidate (or recruiter etc. depending on the template purpose) whenever a candidate reaches this stage of the workflow.

An email preview feature is always available before changing a candidate’s status

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