Where to find the templates?

1. Through the Settings:

1. Go to Settings
2. Scroll down to Recruitment under the People section
3. Select the Templates tab
4. Scroll down to Message templates

2. Through the Message inbox:

1. Navigate to the Messages section in the Recruitment feature
2. Click on the Edit templates button
3. You will be directed to Recruitment Settings
4. Select the Templates tab
5. Scroll down to Message templates

How to create message templates?

There are three easy ways to create templates:

1. From the Settings:

1. Navigate to Message templates in Settings
2. Click on New template
3. A modal will open, create the Template name
4. Save
5. Once in there you only need to fill in the information:

• Template type
  • Company template: the template will be created and can be used by the recruitment team. Everyone will be able to see it and use it.
  • Personal template: It's only yours, you will be the only one that can see it or use it.
• Contents of the Message

6. Apply

All hiring managers can create personal templates.

Only users with ‘Manage company message templates’ or admins can create company templates.

2. From a job opening:

1. On your sidebar, click on Recruitment
2. Click on Jobs
3. Select a job opening and a candidate
4. Click Messages
5. Create your template message
6. Select Save as a template button
     

3. From the message board:

1. On your sidebar, click on Recruitment
2. Click on Messages
3. Select a conversation
4. Create your template message
5. Select Save as a template

How to add variables to your message templates?

The +Add variables option is located above the message text box in the Settings, Job applicant’s profile and the Message board. 

1. Click on +Add variables
2. And a list of variables will appear
3. Select the variable of your choice
4. Place the variable in the correct part of the message

Messages templates in the Disqualify process

Templates are available in the disqualify modal, for both bulk and single disqualifications. With this, you can easily send disqualifying messages in bulk using variables.

How to use

1. Create message template with the rejection message
2. Go to the Job opening of your choice
3. Select the candidates you want to reject by clicking on the square next to their name (Note: clicking on the name will only select one candidate)
4. Click on Reject
5. A new tab will appear. Fill in the following information:

• Rejection reason: select the most appropriate reason from the list of options
• Message template: select the template you previously created
• Message: edit the message and variables as needed

6. Reject