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How can I generate correspondence (letters / e-mail)?

Learn how to generate a new correspondence. Create a PDF or send an email directly from Dualoo.

Written by Raphael Mösch

Requirements

  • Authorization as a "recruiter" is required to work on the dossier and to communicate with the applicants.

Generate letter / document

1. In the ‘Cockpit’, click on the search box under ‘Quick Navigation’ and enter the candidate's name.

2. Select the correct dossier and click on the button ‘To XY's dossier’.

3. Dualoo will now jump directly to the dossier of the selected candidate. Alternatively, you can also select the job via the menu item ‘Job’ and search for and select the candidate there.

4. Select the “Dossier” and ‘process step’ for the candidate. In this example, it is the ‘application receipt’ for the Customer Support Agent job.

5. Now click on the ‘Generate document’ button.

6. Select a “template” and adjust the “Administrative person” if necessary.

7. If desired, individual adjustments can now be made to the text.

8. Click on the button

9. Once the document has been generated (as a PDF), it can be opened and printed under the heading Communication.

Send e-mail

1. Perform step 1 - 4 of Create letter.

2. Click on the button "Send e-mail

3. "Select template" or define the content individually

4. Choose whether you want to ‘Send immediately’ or ‘Send later’.

5. Finally, confirm by clicking on ‘Send’.

6. The email will now be sent to the applicant at the desired time. You will receive a reply directly in Dualoo. Of course, you will receive an email as soon as we have received the applicant's reply.

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