Default emails – create news to over-ride the default ones.

There are default emails in the system for specific reasons e.g. reference check/document expiring and so in order to change these – you need to add them into your email templates to over-ride them! #

Let’s go through them together. #

1. More – Templates – Email Templates #

2. Click on ‘add template’ #

3. See below the email templates that are default ones in the system, you will need to manually add these to over-ride them.  #

For all of these templates, name them something that makes them easily recognisable (normally the trigger is a good thing to also name the template)

 

 

4. Add verbiage to the subject and body of email  #

– you can add fields below by copying and pasting it into the body of the email. E.g. if you copy and paste [[date]] it will show the date of the booking to the client/candidate.

5. You can also enter information into the email template from the client/candidate profile by clicking on the ‘add tag’ or ‘insert profile fields’ #

 

This is the list of default email triggers #

 

1. Automatically Broadcast new Shift Job

Functionality: when you have your settings on automatic broadcast setting on, this is the email that goes out with all details such as time/day etc. 

 

2. Automatically Rebroadcast Shift Job

There is the ability to re-broadcast a shift job, if hasn’t been filled. This template will have details such as the time/day of the shift job.

 

3. Shift Job Candidate Reminder

You can remind your candidates about upcoming jobs through this email template. You can set time parameters and also control how they get this notification – email/push or text via turning on the setting, here is an article on this!

 

4. Shift Job Client Reminder

 

5. Shift Job Clock In Reminder

If you require your candidates to clock in, you can remind them through creating this email to over-ride the default one! 

 

 6. Shift Job Clock Out Reminder

 

7. Unfilled Shift Job Client Reminder

If a shift job hasn’t been been filled, you can turn on a setting which will trigger this default email. To change it, simply add a new email template. Audience = job, trigger = unfilled shift job reminder.

8. Candidate Booking Confirmation

When you assign a candidate for a shift job, this email will populate automatically. To change it, please either amend the one that is already in your email templates (it could have been put in as default) or create a new one if it isn’t!

 

9. Shift Job Report Client Notification

This is a setting that needs to be turned on if you want your clients to report about how the shift job went.

 

 

 

 

10. Shift Job Tipping Notification

 

11. Shift Job Updated Candidate Notification

If a client updates the time, adds notes to a booking, the candidate will receive this email.

 

12. Shift Job Unassigned Candidate Notification

When you unassign a candidate, this email will be sent out to them.

 

13. Job Assigned To Other Candidate Applicant Notification

 

14. Shift Job Declined Client Notification

This email template will help notify your candidates that their shift job application got declined and help them apply to other available shift jobs.

 

15. Shift Job Accepted Client Notification

This template is not for when you assign a candidate, it is when they ‘accept’ a booking. If you have your broadcast settings on in which clients can select who they want to send the booking to and the candidates accept – this is the email that is sent to them.

 

16. Shift Job Accepted Candidate Notification

If you would like your candidate to know they’ve been accepted by the client for a shift job, this template is the one for you!

 

17. Shift Job Interested Client Notification

If you would like your clients to know if a candidate is ‘interested’ in their shift job, you can use this trigger to over-ride the default email.

 

 

1. Expirying Document Notification (email going to candidate)

 

 

2.  Expiry Document Notification (for admin)

3. Payment submitted Notification

4. Expiry document notification

 

Voila! Good luck setting them up and if you have any questions, please don’t hesitate to contact customer support via the below form.