Once you have assigned a job to a vendor/vendor consultant, you are able to notify them via email of the job assignment.
To do this:
- Click the checkbox for Vendor Branch/Consultant(s) you wish to notify on the Job Vendor List.
- You can multi-select either all Vendors on the page, or all in the entire list by using these checkboxes in the grey bar here:
- Once you have made your selections, go to the Actions dropdown list on the right-hand side of the screen.
- From this list, select New Email and click GO.
- This will display the Create & Preview Email page.
- From here, you can create a new email by entering text into the Email Subject and Email Body fields.
- Alternatively you can select a template from a library of pre-configured System Email Templates. To access these, click the Get Email Template button at the bottom of the screen.
- This will display the Select a Template page.
- Select the email template you require here. The email subject and content text will display.
- To use this email template, click the Use Template button here:
- This will return you to the Create & Preview Email page, with the text from the email template visible in the email body. You can edit this text if you wish.
Note: You can attach documents to this email by clicking the Browse button next to the Email Attachment box.
- To preview this email, click the Preview button at the bottom of the screen.
- This will then show a preview of how the email will look.
- To send this email, click the Send button at the bottom of the screen.
- You will be able to notify vendors at any time during the recruitment process by accessing the Vendor section of the Job Card and following the steps outlined above.
