HRMS › Recruiting & Onboarding
Candidate Messages
What a candidate is told when their application arrives, reaches a stage, is invited to interview, is not taken further or is made an offer. Switch a message on to send it by itself.
Where to find it
- Module: HRMS
- Group: Hiring
- Section: Recruiting & Onboarding
- Screen: Candidate Messages
Address in the console: /hrms/candidate-message-templates
List · 8 columns · 10 fields on its form · 4 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Message | Text | name |
| When | Status | event |
| Stage | Text | stage |
| By | Status | channel |
| Subject | Text | subject |
| Sends by itself | Yes or no | auto_send |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Message required | Text | ||
| When it is sent required | Choice | application_received, stage_changed, interview_scheduled, rejected, offer_sent, offer_signed, manual | stage_changed: when an application reaches the stage chosen below. manual: only ever sent by hand. |
| Stage | Choice | Looked up from existing records | For "stage_changed" only: the stage whose arrival sends it. |
| By | Choice | email, sms | A text needs a channel connected under CRM > Interaction Centre > Connected Channels. |
| Subject | Text | ||
| Words required | Long text | Merge fields in double braces: {{candidate.first_name}}, {{candidate.name}}, {{job.title}}, {{job.department}}, {{application.application_no}}, {{stage.name}}, {{interview.when}}, {{interview.location}}, {{interview.meeting_url}}, {{offer.offer_no}}, {{offer.start_date}}, {{company}}, {{sender.name}}; {{eeo_invitation}} adds a US applicant's voluntary self-identification link. | |
| Send by itself when it happens | Yes or no | ||
| Active | Yes or no | ||
| Description | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Recruiting & Onboarding
WorkspaceRecruiting DashboardOpenWorkspaceOnboarding DashboardOpenWorkspaceOffboarding DashboardOpenWorkspaceEEO Applicant FlowOpenRecordsHiring RequisitionsOpenViewHiring ApprovalsOpenRecordsJob PostingsOpenRecordsCandidatesOpenViewApplicationsOpenRecordsInterviewsOpenViewInterview PanelsOpenViewCandidate RankingOpenRecordsOffersOpenViewJoining & LeavingOpenRecordsOnboarding ChecklistsOpenRecordsPipeline StagesOpenRecordsHiring Approval RulesOpenRecordsInterview ScorecardsOpenViewMessages to CandidatesOpenRecordsOffer Letter TemplatesOpenRecordsTask DepartmentsOpenRecordsRecruiting SettingsOpenRecordsCareers SiteOpenReportCalendar InvitationsOpen