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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 above at: Send BulkCompose Email to Job SeekersMessage.

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:

  • PRESCREENER
  • 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 Email Message and Preview and Send Email.