ATS Email Templates

ATS Email Templates can only be accessed by users logged in to an admin account.

Step 1: Access Email Templates

From the top menu bar, select Organisation, then choose Email Templates.

Step 2: Create a New Email Template

Select Create Email Template.

Step 3: Complete the Email Template Details

Select the appropriate Email Type from the drop-down list.

The following ATS email template types are available:

• Custom Progress - Used when progressing applicants through a stage of the recruitment process. Available for: Application Selection, Interviewing, Shortlisting, Onboarding, and Process Applicants.
• Draft Contract - Used to send a draft contract to an applicant for review.
• Interview Change Notification - Used to notify applicants when interview details have been amended.
• Interview Notification - Used to invite applicants to an interview.
• Interview Manual Booking - Used when applicants are required to manually book an interview slot.
• Letter of Offer - Used to send a formal offer of employment to an applicant.
• Onboard Task - Used to notify applicants of onboarding tasks that require completion.
• Reserved - Used to notify applicants that they have been placed on a reserve list. Available for: Application Submission and Onboarding.
• Successful Progress - Used to notify applicants that they have successfully progressed through a recruitment stage. Available for: Application Selection, Interviewing, Shortlisting, Onboarding, and Process Applicants.
• Unsuccessful Progress - Used to notify applicants that they have been unsuccessful at a recruitment stage. Available for: Application Selection, Interviewing, Shortlisting, Onboarding, and Process Applicants.

Each email type can only be selected once within your organisation.

Complete the remaining fields as required:

• Display Name - The name used to identify the email template within GetGot.
• Subject - The subject line that will appear in the email sent to recipients.
• Description - The content of the email template (maximum 1,000 words).

Merge fields can be used within the Subject and Description fields to automatically populate information such as applicant, vacancy, interview, onboarding, or organisation details.

To view the available merge fields, select Show.

Clicking a merge field will automatically copy it to your clipboard, allowing you to paste it into the Subject or Description where required.

Merge fields are displayed within square brackets, for example [Applicant Name].

Step 4: Save the Email Template

Once all required information has been completed, select Save.

Step 5: Manage Email Templates

The email template will now appear in the Email Templates list.

To update an email template, select the three dots under the Actions column, then select Edit beside the relevant template.