Depending on the source applicants applied from, some details could be missing from their submitted applications. This is because different sources can have varying formatting options and field requirements. Automated outreach for missing information allows you to spend less time manually contacting applicants when details are missing and more time progressing people through your hiring process.
In this article we will cover:
- Enabling Automated Outreach for Missing Information
- Identifying When Applicants Are Missing Information
- Manually Requesting Additional Information
- The Applicant's Experience When Missing Information is Requested
- Related Topics
Enabling Automated Outreach for Missing Information
All automated communication options are turned off by default. To enable this automation, click 'Hi' and select 'Settings' from the dropdown menu.
Click the switch to turn Automated Outreach on.
Click 'Update Settings’ to save your changes.
Now, emails will be automatically sent to candidates requesting information when any required details are missing from their profiles. Candidates will be able to update all fields of their profiles by following the link in the email.
Note: Applicants with missing email addresses will be flagged for missing information but will not be included in automated outreach.
Identifying When Applicants Are Missing Information
When an applicant is missing information, you will see 'Incomplete' underlined in red beneath their application.
Note: Applications will not be marked as Incomplete when Optional information is missing. However, you can manually send a request for applicants to update their information. We’ll cover that in the next section.
Click on the applicant's name, then click the 'Documents' tab to see when the request for additional information was sent.
When the applicant has updated their information, the action will be logged in their History.
Manually Requesting Additional Information
The following scenarios require the request for additional information to be sent manually:
- The Automation Setting is turned off for your account
- The applicant was manually added to a job
- The applicant was transferred from another job
- The applicant came through Hireology Referrals
- The missing information is Optional in the application form
To send the request manually, click the 'Documents' tab in the applicant's profile, then click 'Send request to update information'.
When sending the request manually, you will see a preview of the email content. Click 'Send' when you are ready to send the email.
The Applicant's Experience When Missing Information is Requested
Whether the message is sent manually or through automation, the candidate experience is the same. The candidate will receive an email message with a link to update their information.
When the link is clicked, they will be presented with a form to complete their profile.