Create frontsheets to introduce candidates
Description
Learn how to create trackable profiles.
Entry point
- Open a candidate and go to the attachments. Click on the icon (points) of a front sheet and select “Send
- Click on the icon (letter) in the Personal information of a Manager or Candidate to write an email and search for a Frontsheet in the “Search candidates” section.
- Click on the menu in the upper left, select “Send mail” in the Main section and search for a Frontsheet in the “Search candidates” section.
- In a job, click the “Select for sendouts” button in the “Sendout CVs” stage of the Hiring race.
- In a Mail Campaign, compose your email in step three and search for a frontsheet in the “Search candidates” section.
Video
Click here to watch the video of creating frontsheets.
Step by step
- After selecting a candidate, select a template for a frontsheet.
- On the left side, fill in the fields that will be used in the frontsheet. Many fields are pre-filled based on the data in the record and are partially updated.
- If you now click on the “Generate” button at the bottom left, the frontsheet will be generated.
- In the Email Editor you will now see the name of the candidate on the right side.
- Click on the icon (dots) on the right side of the page and select “Copy” or drag and drop the profile into your email.
Background information
- In order to create a frontsheet, it is mandatory that the candidate’s CV is defined as a “Frontsheet”.
- A candidate profile (frontsheet) always consists of the individualized cover sheet and the CV that you see in the preview.
- The hyperlink of the frontsheet is only activated after the email has been sent and cannot be accessed in advance in the system.
- A generated link is available for 31 days for data protection reasons. After that, it is automatically deactivated and the customer must request the frontsheet again if necessary.
Tips & Tricks
- Use placeholders when composing your email. By default, aiFind suggests a gender-specific formal salutation ({@select key=recipient.sex} {@none}Good day {recipient.firstname} {recipient.lastname}, {/none} {@eq value=“M”}Good day Mr {recipient.lastname},{/eq} {@eq value=“F”}Good day Ms {recipient.lastname},{/eq} {/select}). You can also customize them to your liking. For example, you can make it neutral and informal (Good day {recipient.firstname}).