When marking a candidate as hired in Greenhouse Recruiting, a candidate summary email will be triggered.
This candidate summary is emailed to users manually entered into the Accept Offer modal and includes the candidate details, offer terms, and completed scorecards for the newly hired candidate.
In this article, we will cover how to send out a candidate summary email to configured users.
Generate and send candidate summary
Note: Candidate summary emails can only be sent when a candidate is being marked as hired and cannot be sent at a different stage of the process.
When you mark a candidate is hired, you'll be prompted to record that the candidate has accepted their offer.
In the pop-up window, scroll to the Email a summary of this candidate to dropdown and choose users from the list.
When you click Save, a candidate summary email, including the offer packet .pdf, will be triggered and sent to all selected users.
Note:
- By default, no users will be selected in the Email a summary of this candidate to dropdown and you'll need to choose new users every time. This ensures that the candidate's paperwork is not unintentionally sent to default users.
- The Candidate summary email template contents cannot be edited. If you want to share additional information outside of the summary email, you can create a custom email template and use the Email Team button to send information to the hiring team. To learn more on creating email templates, click here.