At specific stages, you want to send a mail to the Candidate, with the subcontractor in the cc (for example when the candidate is invited for its first interview). 

Method

Preparation

  • Make sure that every subcontractor is actually registered as subcontractor in Carerix.
  • Make sure that with every hiring of a candidate, the contact and the subcontractor is noted. You can do this at the General tab of the candidate, at the field subcontractor. Select the subcontractor, and the contact.

Modifying e-mail

  • Go to 'Maintenance' | 'Templates'
  • Search for the desired stage e-mail
  • Open this e-mail template
  • Click on [Copy] to make a copy of this e-mail template
  • Give the template a proper name: (for example: 2.5 candidate invited at the office + cc) (2.5 is the stage number)
  • Define: Visible at: Stage 
  • Paste one of the following codes in the content of the template
  • Click [Save]
  • Log out, and log in
The cc code is: <cx:header name='cc' value='$activity.toEmployee.toUser.toUser.privateOrBusinessEmailAddress'/>
The bcc code is: <cx:header name='cc' value='$activity.toEmployee.toUser.toUser.privateOrBusinessEmailAddress'/>
  • The cc or bcc goes to the e-mail address of the responsible user (from the subcontractor) of the candidate.

Activate e-mail at stages

Now you have to activate the e-mail at the specific stage: 

  • Go to 'Maintenance' | 'Stages'
  • Open the stage that you want to link the e-mail to
  • Select, in the screen where you select the e-mails, the just created e-mail
  • Click [Save]

Note: a Stage can have multiple e-mails.

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Keywords: UD-1456

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