For a few stages within the match, a planned appointment can be accompanied by a confirmation email. These emails contain a date, time and location.
Plan a meeting within a stage, and generate an email template, this will contain the all information about the meeting that needs to be confirmed, see below. 

Method

Saving the appointment

  • Open the Match screen and open a Match
  • Choose the 'meeting' icon in the context bar, in the part that is designated for matches
  • Fill in the date and time of the meeting
  • Select a Meeting type (the meeting type needs to be parallel to the stage your match is in, eg. 'telephone interview', 'interview at our office', 1st interview, 2nd interview, next interview)
  • Fill in a subject in the subject bar
  • Click 'Save'
  • If you've clicked 'Save and open', then you can navigate back to the match by clicking the match button in the context bar. 
  • Generate the e-mail in the stage, e.g. 'interview at our office'. 

Generate E-mail 

  • Choose the correct stage (e.g. 'interview at our office')
  • Click 'Save'
  • Either Choose the e-mail template for the candidate (distinguishable because it starts with 'cand.')
    Click 'Send'
  • Or Choose the e-mail template for the contact (distinguishable because it starts with 'cp.', as in 'contact person)
    Click 'Send'

Notes: 

  • In some stages you generate two e-mails: one to the candidate, and one to the client.
  • If necessary you can still add an Attachment before sending.
  • While planning the appointment, it will be added to your own Carerix calendar.
  • Planning the appointment can also be done from the match screen: Click on the calendar icon on the Activity button in the attention bar.

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Keywords: UD-98

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