Managing your Microsoft Outlook and recruitment module integration | HR Web Platform

Overview

A recruitment module helps companies organise candidates for hiring and recruitment purposes. Allowing businesses to collect information, organise prospects based on experience and skill set, and filter applicants. There are many benefits of using such a module, and you can expect to see metrics like time, cost, and candidate quality improvements.

The Microsoft Outlook Integration feature allows you to connect the recruitment module to your Microsoft Outlook account and send candidate emails directly from the HR platform. You can also use this feature to disconnect this integration if you no longer want to send Outlook emails via your recruitment platform.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

The below premise will walk you through how to connect to your Microsoft Outlook account. Once connected we then show you how to send out an email via your Microsft Outlook account.

Integrate with Microsoft Outlook
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button.
    Pool_1.jpg
  5. Click the   button.
    Connect_1.jpg
  6. Click the Sign in with Microsoft button.
    Connect_2.jpg
  7. Click the Yes button.
    Connect_3.jpg
Email a candidate
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button. Pool_1.jpg
  5. Click the   button.Email_1.jpg
  6. If you have a pre-made recruitment email template, select it from the Template drop-down and continue to step 8. If not, move onto step 7.

    Helpful Hint

    You can click the Save Template   and select either Save a New Template or Replace a Current Template option.

  7. Complete the following fields:
    • Subject.
    • Message.

    Helpful Hint

    You can choose from the following formatting options:

    •   (Bold).
    •   (Italics).
    •   (Underline).
    •   (Dot Point List).
    •   (Number List).
    •   (Attachments).
    •   (Variables).
  8. Click the Send Email button.Email_2.jpg
Schedule a meeting
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button. Pool_1.jpg
  5. Click the   button.
    Connect_6.jpg
  6. Click the Sign in with Microsoft button.
    Connect_7.jpg
  7. Click the Yes button.
    Connect_8.jpg
  8. Complete the following fields:
    • Event title.
    • Date
    • Start time.
    • End time.
    • Time zone.
    • Attendees.
    • Meeting.
    • Event description.

    Helpful Hint

    You can choose from the following formatting options:

    •   (Bold).
    •   (Italics).
    •   (Underline).
    •   (Dot Point List).
    •   (Number List)
  9. Click the Send Invitation button.
    Connect_9.jpg

Maintain

The below premise will walk you through how to disconnect from your Microsoft Outlook account.

Disconnect from Microsoft Outlook
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button.
    Pool_1.jpg
  5. Click the   button.
  6. Click the Disconnect button.
    Connect_4.jpg
  7. Click the Disconnect button.
    Connect_5.jpg

Author recommended

So you have now connected your Microsoft Outlook account and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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