Emails and workflow overview

Sage People Recruit includes a powerful workflow engine, enabling you to set up rules to automatically email candidates and assessors at different stages of the selection process. You have full control of the timing and content of the emails.

You can set up email templates incorporating company logos and branding to ensure continuity throughout your business processes. The first time you set up an email template you need to set up a company letterhead on which to base your template.

You can then go on to set up templates using the letterhead.

Templates can be used within your workflows or on an ad hoc basis.

Note

Salesforce plans to remove the ability to create new Workflow Rules or Process Builders from their Winter 23 release, scheduled for September/October 2022. Existing Workflow Rules and Process Builders will continue to work, but you will not be able to create new ones. Sage People recommends using Flows for all new automation tasks, including automatically emailing candidates and assessors at different stages of the selection process.