Candidates can be contacted directly from the platform using intuitive email templates. You can optionally also send feedback reports to the candidate.
This article covers:
1. Project Messages
2. Phase Messages
3. Session Messages
4. Adding and Sending Reports
When setting up candidate message templates, you have the option to either use Sova-standard text or to write your own. The Sova standard or your client or account level templates will automatically populate in your new project for you to review and update as required. If you are happy with them and don't want to make any changes, simply click 'save' to add them to your project. There are flags in the platform to let you know which templates are optional.
Project Messages
- Project messages apply to all stages of the candidate journey
- Templates include the candidate invitation and candidate reminders
- Project messages can be set up at any time during project creation
Phase Messages
- Phase messages are optional and can be set for every new phase that you add to your project
- 'Holding' and 'Exit' messages can be enabled for all new phases
- For every phase other than the first phase, you can also set a 'Phase Invitation' message
- Phase messages are only applicable for the phase that you set them up in & can only be set up once a new phase has been created
Session Messages
Session messages can be set up and adapted once you have added an exercise to your project.
- Session messages are only applicable to any live activities you have added to your project such as assessment centre or live interviewing
- Template options include candidate, assessor and self-scheduling
Adding Reports to your Project
- Reports can be managed in the project editor at any time during project creation
- A list of reports will be available to you automatically in your project according to which activities you have added in each phase
💡 Before you get started, you will need to ensure your activities are available to add to new projects in the content area.
Sending Candidate Reports
If you wish you, you can set up candidate reports to send to candidates directly from the platform.
- Only candidate reports can be sent to a candidate, so there's no risk of sending assessor reports
- If you turn on report sending to candidates, these will both appear on their homepage and send to them via email
- It is possible to make candidate reports available to admin users in the project but not share these directly with candidates by keeping the 'automatically release to candidates' option turned off
- If you have enabled candidate reports to send automatically but not yet set up the relevant email template, a handy note will appear to remind you to finalise this step - candidate reports will not send until this has been completed
📌 More information on each template is available in the platform