To create an official note template:

  • From the persona menu, select onBoard
  • Select Official Notes under Settings
  • Click Add Template
  • Enter the following information:
    • Template Name: Enter a descriptive name for the template (e.g. Missing Items Template)
    • Template Body: Enter the message. Click on a placeholder to add it to the message (when official notes are sent, the placeholders will pull in the candidates’ personal information)
  • Click Save & Close 

 

Templates are useful if managers/staff repeatedly send the same message; however, when composing an official note, managers/staff do not have to select a template and can instead enter their own custom message.