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Set up recruitment email templates

Updated

Available for the following plans: Lite, Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following User Access levels: Admin

The Email Templates feature enables you to design custom recruitment email templates tailored to communicate effectively with your candidates. This feature not only allows you to craft initial outreach emails but also to update the content as recruitment strategies evolve or delete templates that are no longer relevant. Lastly, you can streamline your communication process by reusing these templates for various recruitment stages, ensuring consistency and efficiency in candidate engagement.

Getting started

Add a recruitment email template
  1. Click the   Settings menu.
  2. In the Recruitment & Onboarding section, click the Recruitment submenu.
  3. Click the Email Templates tab.
  4. Click the   Add a Template button.
    Template_1.jpg
  5. Complete the following fields:
    • Template name.
    • Email subject.
    • Email body.
  6. Click the Save button.
    Template_2.jpg

Daily activities

Preview a recruitment template
  1. Click the   Settings menu.
  2. In the Recruitment & Onboarding section, click the Recruitment submenu.
  3. Click the Email Templates tab.
  4. Click the   button.

  5. Click the   Preview button.
    Template_3.jpg

     

    Helpful Hint

    You will now see your recruitment template on your screen.

    Template_4.jpg

Editing data

Edit a recruitment email template
  1. Click the   Settings menu.
  2. In the Recruitment & Onboarding section, click the Recruitment submenu.
  3. Click the Email Templates tab.
  4. Click the   button.
  5. Click the   Edit button Template_5.jpg
  6. Make the required changes and click the Save button.
    Template_6.jpg
Create System email Templates

There are also recruitment system email templates that can be edited.

  1. Click the   Settings menu.
  2. In the Recruitment & Onboarding section, click the System Email Templatessubmenu.
  3. You will see what system options are available, like EOI and AI Agent: Video Interview Invitation .
  4. Click the template you wish to edit.

Deleting data

Delete a recruitment email template
  1. Click the   Settings menu.
  2. In the Recruitment & Onboarding section, click the Recruitment submenu.
  3. Click the Email Templates tab.
  4. Click the   button.
  5. Click the   Delete button Template_7.jpg
  6. Click the Delete button.
    Template_8.jpg

ⓘ Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to recruitment email templates with Employment Hero today.

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