In Dualoo, documents can be created directly within the application file, and emails can be sent to and replied to applicants. Templates with placeholders are available for this purpose, which are automatically filled in with the stored information.
Requirements
Authorization as a "recruiter" is required to work on the dossier and to communicate with the applicants.
Send e-mail
Open the required dossier and the relevant process step.
Click on ‘Send email’.
Select a template or create the email content manually.
Set the send time: ‘Send immediately’ or ‘Send later’.
Confirm by clicking ‘Send’.
The email will be sent automatically at the specified time and displayed under ‘Communication’.
Check delivery status: Hovering your mouse over the email’s arrow icon displays the current delivery status. Further information on the reasons for undelivered emails is listed here.
Replies from applicants are displayed directly in the dossier. The sender also receives an email notification of any replies received.
Reply to an email
Open the relevant email under ‘Communication’.
Click ‘Reply’ in the bottom right-hand corner.
Select a template or create your own reply text.
Set the send time using ‘Send immediately’ or ‘Send later’.
Confirm by clicking ‘Send’.
The reply is saved in the relevant process step under ‘Communication’.
Generate letter / document
Open the required dossier via the search function in ‘Cockpit’ or via ‘Jobs’.
Select the relevant process step.
Click on ‘Generate document’.
Select the required template and, if necessary, amend the administrative person.
If necessary, make any individual amendments to the text.
Confirm by clicking ‘Generate document’.
The document is generated as a PDF and saved under ‘Communication’ in the relevant process step. It can be opened, downloaded or printed from there.
