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Managing your Microsoft Outlook and recruitment module integration

Updated

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR payroll plans: Premium, Platinum
Available for the following user access levels: Admin  

Overview

A recruitment module helps companies organize candidates for hiring and recruitment purposes. Allowing businesses to collect information, organize prospects based on experience and skill set, and filter applicants. There are many perks 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 platform. You can also use this feature to disconnect this integration if you no longer want to send Outlook emails via your recruitment platform.

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.
  5. Click the   button.
  6. Click the Sign in with Microsoft button.
  7. Click the Yes button.
Email a candidate
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button.
  5. Click the   button.

  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.
Schedule a meeting
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button.
  5. Click the   button.
  6. Click the Sign in with Microsoft button.
  7. Click the Yes button.

  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.

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.
  5. Click the   button.
  6. Click the Disconnect button.
  7. Click the Disconnect button.

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