Using Mail Merges to notify candidates

To use mail merges to inform candidates about their applications (for example, to invite candidates for interview):

1. In System Tools > Lookup Tables > Mail Merge, create mail merge templates and link them to the stages of your recruitment process. See Create and upload a new Mail Merge template for more.

2. In Recruit, create mail merges from any of the following areas:

   • Stages

   • Actions

   • Candidates

To create more than one mail merge option for each stage, select the icon to the right of the Stage column and choose the appropriate candidate.

When you create mail merges, you can also select from the output options described in this table.

Option	Description
Closed Email	Sent to the Message Centre in the recruitment portal. Candidates receive an email notifying them that there is a message in their account.
Open Email	Sent directly to an email (Outlook) inbox.
PDF	Creates a document you can print or send outside the system.
Word Processor	Creates a document you can print or send outside the system.
Link to Candidate	Saves a copy on candidates’ Documents tab.

After selecting one of these options, a message sends which you cannot amend.