Retaining copies of emails sent to candidates

You can keep copies of emails in Sage that your organization sends to candidates. This lets you revisit the recruitment process for an application and easing compliance tracking.

To use the process:

• Populate the Retain Email Token field on the Recruit Configure page. The Retain Email Token is a text field containing the message you want to add to retained copy emails

• Generate emails from an email template containing a merge field referencing the Retain Email Token field

• Create a dedicated email service with an associated email address. The service provides the Bcc (Blind carbon copy) email address to receive copies of outgoing candidate emails. The system then adds each email to the candidate record and makes it visible through the Candidate Emails related list

• Enable the Salesforce Compliance Bcc Email service

Resolution

1. Go to the Recruit Configure page and select the Applicant Portal tab.

2. Scroll down to the Retain Email Token field. Enter the text you want to appear on emails to copy to the candidate record. For example, cc Candidate file.

   The text applies to emails you generate from email templates with an embedded merge field linking to Retain Email Token. We describe adding the merge field later in this procedure.

3. Select Save.

4. Go to Setup and select Customer Code, then select Email services.

5. Select New Email Service.

6. Complete the fields as follows:

   Field	What to enter
   Email Service Information section
   Email Service Name	The name you want to use for this service. For example: Bcc Emails. By default, Email Service Name also forms the local part of the receiving email address: the part of the email address before the @ symbol. Sage People automatically creates the rest of the address.
   Apex Class	The class used to process the content of emails handled by this service. Enter: WorkflowEmailHandler
   Accept Attachments	Picklist. Select All
   Advanced Email Security Settings	Checkbox. Unchecked.
   Accept Email From	Leave blank.
   Convert Text Attachments to Binary Attachments	Checkbox. Unchecked.
   Active	Checkbox. Checked.

   Failure Response Settings section
   Over email rate limit action	Picklist. Leave the default setting: Discard message
   Deactivated Email Address Action	Picklist. Leave the default setting: Discard message
   Deactivated Email Service Action	Picklist. Leave the default setting: Discard message
   Unauthenticated sender action	Picklist. Leave the default setting: Discard message
   Unauthorized sender action	Picklist. Leave the default setting: Discard message
   Enable Error Routing	Checkbox. Unchecked.
   Route Error Emails to This Email Address	Leave blank.

   table 7 rows

7. Select Save and New Email Address.

   Sage People displays the Email Service Address page. Use this page to create the Bcc (Blind carbon copy) email address to receive copies of outgoing candidate emails.

8. Complete the fields as follows:

   Field	What to enter
   Email Address Name	Enter a unique alphanumeric name for the email address of up to 25 characters. The name must begin with a letter and containing no spaces. You can use single underscores in place of spaces to make the address name more readable.
   Email address	Automatically completed for you with the Email Service Name. Any spaces in the name are converted to underscores to create a valid email address. Leave the default value.
   Active	Checkbox. Checked.
   Context User	Enter the username of a user with permission to edit the candidate record. Typically, enter the username associated with a service account that is not going to be deactivated.
   Accept Email From	Leave blank to ensure all outgoing emails from your organization to candidates can be copied to a candidate record.

9. Select Save.

   Sage People displays the Email service page for the service you have just created.

10. Copy the newly created email address as displayed on the Email service page.

    You need the email address to enable the Salesforce compliance bcc email service.

11. Go to Setup > Email > Compliance BCC Email.

12. Complete the fields as follows:

    Field	What to enter
    Enable	Checkbox. Checked.
    Compliance BCC Email	Paste the email address from the email service you have just created.

13. Select Save.

Now add the retain email token to all email templates you expect to be used for communications to candidates. By using a merge field to insert the token you ensure any changes to the value of the retain email token field are reflected in emails based on the template:

1. Go to Setup > Email > Classic Email Templates.

2. Select the Email Template Name for the template you want to edit.

3. Select Edit HTML Version.

4. At the bottom of the template content add the merge field:

   {!$Setup.fRecruit__Policies__c.fRecruit__Retain_Email_Token__c}

   When the template is used to generate an email, the current value of the Retain Email Token field from the Recruit Configure page is inserted in place of the merge field.

5. Select Save.

6. Stay on the Custom Email Template page for the template you selected and select Edit Text Version.

7. In the Text-Only Email Content section select Copy text from HTML version.

   You are asked to confirm:

   

8. Select OK.

   The merge field is added to the text version of the email template.

9. Select Save.

10. Repeat these steps for each template you use to generate emails to candidates.