🟡Notification Settings
Notification Settings
Path: Cloud > Settings > Recruitment V2 > Notification Settings
This page provides the steps to configure email notifications for recruitment events in Recruitment v2. Notification Settings allows you to control which stakeholders and candidates receive email notifications when a recruitment event occurs.
Stakeholders: Set up notifications for internal team members, such as HR and managers.
Candidates: Set up notifications that are sent directly to applicants regarding updates, approvals, or status changes.
How to search for a specific event?
A 'Search events' bar is available at the top right of the page and works across both the 'Stakeholders' and 'Candidate' tabs.
Click on the 'Search events' bar and Type the name of the event you are looking for (e.g., 'Requisition approved', 'Job Application Submitted').
How to configure the Stakeholders tab?
Path: Cloud > Settings > Recruitment V2 > Notification Settings > Stakeholders tab.
The 'Stakeholders' tab allows you to configure notifications for internal users for each recruitment event. It contains the following columns:
Events — The recruitment event that triggers the notification (e.g., Requisition approved, Requisition rejected).
Entities — The specific employee(s) to be notified. Use the 'Search Employee' dropdown to select an employee, or enter an email address directly in the field below.
Recruiters — Check this box to notify the recruiter assigned to the job.
Managers — Check this box to notify the Hiring manager associated to the job.
Panel — Check this box to notify the Interview panel members.
HR — Check this box to notify the HR team.
Templates — Click the envelope icon to view and edit the email template for that event.
Step 1: Log in to the Cloud portal
Go to Settings
Select Recruitment V2.
Step 2:In the Recruitment V2 tab:
Go to Notification Settings.
Click on the Stakeholders tab.
Step 3: Locate the event you want to configure, and Under the 'Entities' column:
click on the 'Search Employee' dropdown to select a specific employee to be notified
enter an email address in the field below.
Step 4: Check the boxes under 'Recruiters', 'Managers', 'Panel', or 'HR' to enable notifications for the respective stakeholders for that event.
Step 5: To view or edit the email template for an event, click the envelope icon in the 'Templates' column.
To View and Edit the Template
The 'View and Edit Email Template' screen will open with:
the 'Event Name' pre-filled.
Update the email subject in the 'Subject' field if required.
Click the 'Body' tab to edit the email content.
Use the 'Placeholders' panel on the left to insert dynamic variables — click any placeholder to insert it at the cursor position.
Enter an email address in the 'Preview Email' field
click 'Preview' to send a test email.
Click 'Save' to apply changes,
or 'Close' to exit without saving.
Note:_ Click_'Restore Default'_ to reset the template to its original default content. This will undo all custom changes._
How to configure the Candidate tab?
Path: Login to Cloud Portal > Settings > Recruitment V2 > Notification Settings > Candidate tab.
The 'Candidate' tab allows you to configure notifications sent directly to candidates for each recruitment event. It contains the following columns
Events — The recruitment event that triggers the notification (e.g., Job Application Submitted Successfully, Marked as Qualified for a Job).
Candidate — Check this box to send a notification to the candidate when that event occurs.
Templates — Click the envelope icon to view and edit the email template for that event.
Step 1: Click on the 'Candidate' tab.
Step 2: Locate the event you want to configure.
Step 3: Check the box under the 'Candidate' column to enable the notification for that event.
Step 4: To view or edit the email template for an event, click the envelope icon in the 'Templates' column and follow the same steps as described in the Stakeholders tab above.
How to save Notification Settings?
Once you have configured the required notifications across the 'Stakeholders' and 'Candidate' tabs,
click the 'Save' button in the top right corner of the page to apply all changes.
Note:_ Navigating away from the page without clicking 'Save' will discard all unsaved changes.
For any queries, contact support@pockethrms.com
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