Configure Letter Management for Recruiting Emails

Letter Management Guide

Version
R2024.1.0
Configure Letter Management for Recruiting Emails

To use Letter Management templates when sending emails to candidates in Recruiting:

  • In the Templates tab of Letter Management > Template Designer, configure one or more templates for the Recruiting - Candidate Emails category. These templates can be configured to include a job description and attachments. See Letter Management Template Designer.
  • In Recruiting Setup > Client Properties, enable the Use Letter Management Templates client property and select the Emails sent to candidates checkbox displayed below the property description. See "Configure the Use Letter Management Templates Client Property" in the Recruiting Guide.
  • In the Features tab of System Admin > Roles, assign the necessary roles access to the following features:
    • Recruiting > Recruiting > Actions > Send Email: Enables access to the Contact and Send email options in Recruiting.
    • Recruiting > Recruiting > Candidates > Communications Tab > Email: Enables access to the Communications > Email sub-tab in candidate profiles in Recruiting. This sub-tab displays emails that were sent to candidates using a Letter Management template.