Applicant Tracking Templates
Applicant Tracking “Templates” make it easy for Hiring Managers and Hiring Influencers to increase efficiency and contact candidates with consistent communication and information.
When messaging candidates via the Applicant Tracking feature, custom templates can be selected from the “Templates” menu. For example, if the next steps in the hiring process are the same for each candidate, templates are a great way to ensure each candidate receives the same information.
To create a new template:
- Select the “Applicant Tracking” tab from the top navigation menu, then select the "Settings" tab from the secondary navigation menu.
- Select “Templates” from the left navigation menu.
- Select “Add New Template.”
- Enter a Title for the custom template. This will be the title of the email that candidates receive.
- Enter the body of the template in the “Text” field.
- Use the “Insert” field to program BerniePortal to pre-fill your template with data such as “Candidate First Name” when sending a custom template, based on the candidate you are emailing.
- Don’t forget to select “Save!”
- Existing templates can be edited or deleted by hovering over the action wheel next to the template.
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