Candidate Stages: Assign Automatic Email to Stage

Assigning an email template to a candidate stage allows an email to be automatically sent to the candidate when they are transitioned to a given stage. The emails that are listed in the drop-down menu are email templates set to be used for a "Candidate Stage." For information on email templates, you can refer to the following article: Email Templates

• If you are not already at the "Candidate Stages" , click Administration from the menu bar.

  

• Click Candidate Stageson the left-hand side.

  

• When you arrive, you will see some default candidate stages and any others previously created. 

  

For an Existing Candidate Stage

1. Click on the name of the stage.

   

2. A modal will open. Using the drop-down menu, specify the email template to be used with the candidate stage.

   

3. Click Save Changes.

For a New Candidate Stage

1. To add a new candidate stage, click Add Stage.

   

2. A modal should appear like below. Enter the name for the candidate stage.
   

   

3. Specify the email template that should be sent when a candidate is moved into a given stage.

   

4. Click Save Changes when done.