Create Candidate Merge Document

This rule can be used when you would like automatically create a merge document for the candidate during the assessment process.  Commonly used for generating a letter of offer or a contract, all documents are saved against the recruiter files section of the job.

To create a rule that generates a candidate merge document:

1. After selecting the source and question for this rule, you will need to add the action. After clicking the Add Action link, the Action Type list will appear.  Select Create Candidate Merge Document.
   
   
   
   
   
2. Now select which merge document template you wish to use for this rule action from the dropdown list.
   
   
   
   
   
3. Once you have set up the Action, click the Save button at the bottom right hand corner.
   
   
   
   
   
4. To return to the assessment process, click the Assessment Process link at the top of the screen.
   
   

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