In the eRecruiter system, there are Predefined Templates, Custom Templates, and SMS Templates.
Predefined Templates are default email templates assigned, for example, to system stages or to the default application acknowledgment.
Custom Templates are email templates that you and your team can create for your company’s specific needs.
SMS Templates are templates for SMS messages that you can send to candidates in connection with a scheduled meeting.
Note: Predefined message templates and SMS templates can only be edited by the system Administrator in your company. Custom templates can be added and edited by all system users.
How to edit a predefined template in the system? – Administrator
If you are an Administrator, you can edit all default email templates in the Templates tab. This is an important part of the settings, as only you have permission to modify these messages.
Go to Settings (click on your profile icon in the top right corner of the screen).
In the settings, select the Message Templates section to access the list of available templates.
Go to the Templates tab. From the dropdown list, select the template you want to edit, make the desired changes, and then click Save.
How to edit a custom template? – All users
Go to System Settings (click your profile icon in the upper right corner of the system). In the settings, under the Message Templates section, open the Customise the templates tab. From the drop-down list, select the template you want to edit.
Make the desired changes to the template content and click Save.
How to edit SMS message templates? – Administrator
For SMS messages, you have five available templates for:
Canceling a meeting,
Change of meeting date,
Change of online meeting date,
Confirmation and reminder about online meeting,
Confirmation and reminder about the meeting
To customize the content of these SMS messages for your company, go to System Settings (click your profile icon in the top right corner of the system). In the settings, under the Message templates section, open the SMS templates tab. Select the template you want to edit from the dropdown list, make the desired changes, and click Save.
Why is it worth defining message templates?
By using templates, you ensure consistent communication with candidates across the organization and, by automating the process, you reduce the workload for those involved in recruitment.
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