Recruit - email template types

If you have created an email template, but it isn't available, for example when going to email a candidate, it's likely to have the wrong 'type' selected.

This is an article to help users making self-service changes to email templates make the correct selection for email type when adding new or editing email templates.

• To agent about vacancy
  Used for any emails sent to agents which aren't related to candidates they have submitted. e.g. Invitations to submit candidates to a vacancy, revocation of invites or any other emails to agents sent from the "Send to agencies" page (function on the Vacancies page)
  
  
• To person or submitting agent (Person list page only)
  Used for any emails sent to people in the system from the Person list page. i.e. Emails not related to specific candidate applications. This means that merge fields related to vacancies or application data may not be used.
  
  
• To person or submitting agent about candidate
  This type should be used for most emails related to candidates' applications to specific vacancies, which are sent to the candidate or to the agent who submitted them. The one exception is emails about interviews - see below.
  
  
• To person or submitting agent about vacancy
  This email type is used specifically in relation to the "Invite to vacancy" feature, which is a function available on the Person list page. e.g. After doing a talent pool search, you may want to email the people found and invite them to make an application. Vacancy data-related merge fields may be used here.
  
  
• To user about candidate
  This type is used for any emails which are sent to users related to a candidate's application to a vacancy, where you specifically don't want the template to also be available for also sending to contacts. These will appear in the list when using the "Forward by email" function on the Candidates list page and may include merge fields for vacancy or application data.
  
  
• To person or submitting agent about candidate interview
  This email type should be used for any emails to candidates or the agent who submitted them which are about an interview scheduled using the Recruit interview scheduling functionality. i.e. Any emails to candidates where interview slot-related merge fields are used. When sending emails of this type manually, users will be required to select which interview series the email relates to, as a candidate may go through multiple interview stages.
  
  
• To interviewers about candidate interview
  Similar to the above - this email template type should be used for emails to any users about candidate interviews. i.e. Where a user is assigned to an interview slot as the interviewer.
  
  
• To user about person
  This type is used for any emails sent to system users using the "Forward by email" function on the Person list page (i.e. not related to a specific application to a particular vacancy, where you specifically don't want the template to also be available for sending to contacts.
  
  
• To user about requisition
  These emails are used only in the vacancy approval process to email anyone involved in this process
  
  
• To user about vacancy
  Future functionality - Not currently used
  
  
• To contact about candidate
  This type is used for any emails which are sent to global or personal contacts (i.e. not users) related to a candidate's application to a vacancy, where you specifically don't want the template to also be available for also sending to users. These will appear in the list when using the "Forward by email" function on the Candidates list page and may include merge fields for vacancy or application data.
  
  
• To contact about person
  This type is used for any emails sent to personal or global contacts using the "Forward by email" function on the Person list page (i.e. not related to a specific application to a particular vacancy, where you specifically don't want the template to also be available for sending to users.
  
  
• To contact about vacancy
  Future functionality - Not currently used
  
  
• To user or contact about candidate
  This type is used for any emails which are sent to users related to a candidate's application to a vacancy, where don't mind whether the email can be sent to users or global or personal contacts. These will appear in the list when using the "Forward by email" function on the Candidates list page and may include merge fields for vacancy or application data.
  
  
• To Agent about Agent
  Future functionality - Not currently used