| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be configured by Super Admins |
| Permissions | Manage profiles and view associated postings, Manage AI settings | |
| Packages | AI Screening Companion add-on |
By following existing workflows to archive and email a single candidate, you can generate a personalized disposition email for that candidate.
Candidate Profile
Candidates page
Fast Resume Review
NOTE: Only one email can be generated and sent at a time.
To learn more about the AI Screening Companion add-on feature, click here to learn more and connect with your account manager.
Enabling Candidate Transparency
Navigate to Settings > AI features > Screening Companion.
Toggle on or off specific features, such as Candidate Transparency and Candidate Loss Risk.
Archive One Candidate with One Opportunity
From the candidate profile, select Archive.
From the drop-down list, select an Archive Reason.
Check the box for Send email.
Click Archive.
The Archive email pop-up will be displayed.
Select a template and add the [AI GENERATED PERSONALIZED FEEDBACK HERE] placeholder.
Click Generate Personalized Feedback.
Click Generate Email.
Click Archive and Send.
You will be returned to the candidate profile, and a toast notification will appear confirming that the archive email has been sent and that the candidate has been archived.
Archive One Candidate with Multiple Opportunities
From the candidate profile, select Archive.
Select all the opportunities you wish to archive.
From the drop-down list, select an Archive Reason.
Check the box for Send email.
Click Archive.
The Archive email pop-up will be displayed.
Select a template and add the [AI GENERATED PERSONALIZED FEEDBACK HERE] placeholder.
Click Generate Personalized Feedback.
Click Generate Email.
Click Archive and Send.
You will be returned to the candidate profile, and a toast notification will appear confirming that the archive email has been sent and that the candidate has been archived.
Errors
If you encounter a toast notification with the error 'The task could not be completed. Please try again'. Click the X to close the notification and click Go back to try again.