Send Email (and Forms) from the Job Seekers List
RETURN TO: Job Seeker List Tools
KEY TOPICS:
- Send Bulk Email to Job Seekers
- Compose Email Message
- Preview and Send Email
- Send Job Seeker Info(rmation to Colleagues)
- Associate a Job Seeker with a Requisition and Send Information
Send Bulk Email to Job Seekers
To send an email, select the check box next to one or more Job Seekers; then choose [Send Bulk Email] from the upper toolbar. The Send Email menu opens.Quick Tip: A group of Job Seekers may be selected, based on Applicant Status, to receive a standard response letter.
Compose Email Message
Under Email Content, select one of the following:- Use your own text — (For users with permission to send customized emails only) Enter: Subject Line and Body. Format the Body, using the provided formatting toolbar.
- Choose a Template — From the Template drop-down, choose the appropriate option from those provided. Typical templates may include:
- Not Qualified
- Send Auto Acknowledgement
- Send Background Check Form
The Subject Line and Body are pre-populated, but can be edited. Enter information for any template tags (identified by brackets).
Add any file Attachments to the message from your computer, using the [Browse] button.
Preview and Send Email
After composing the message, select [Preview and Send]. A Preview window appears; if the message is satisfactory, select [Send], or click [Cancel] to edit the message.Notes: An individual email may also be sent from the Review Job Seeker detail, using the Job Seeker Information toolbar.
Cross-reference: For more information regarding how to set up an email template, see: Administrative Settings > Email Templates.
Send Job Seeker Info(rmation to Colleagues)
Select one or more Job Seekers. Choose [Send Info] from the upper toolbar. A Send Email window opens, with options for recipients, content, and attachments.Under Send To, select one or more balanceTRAK Users, using the provided check boxes. Enter external e-mail addresses, if any, in the Additional Recipients field below, separated by semicolons.
Continue creating the email message, as described at: Send Bulk Email.
Job Seeker-specific Attachments — By default, the Job Seeker's RESUME is sent with the email message. To add other documents, scroll down to the Attachments menu, and make appropriate selections:
- APPLICATION
- COVER LETTER
- Additional Documents — External files can be attached to the message, using the [Browse] button.
Associate a Job Seeker with a Requisition and Send Information
If a Job Seeker on the Job Seekers list is associated with multiple Requisitions, the Job Seeker Information can be associated with a Requisition before the message is sent.First, check off (only) one Job Seeker. Then, choose [Send Info] from the upper toolbar. The Send Email screen will display. From those options presented in the Requisitions menu, choose a Requisition.
Note: Only Requisitions associated with the user's access code will display.
From the Send To menu, select one or more balanceTRAK users and other recipients. Then, follow the instructions above to: Compose Message and Preview and Send Email.