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Responsible, administrative and executing person
Responsible, administrative and executing person

In this article, you will learn more about the different persons in Dualoo and in particular about the placeholder "administrative person".

Nadine Mösch avatar
Written by Nadine Mösch
Updated over a week ago

Requirements

  • Authorisation as 'Admin' for adjustments of the placeholders in the e-mail signature, the letter/email templates and in the layout of rating schemes.

  • Authorisation as 'Recruiter' for entering letters/emails in dossiers and generating rating schemes as a document.

  • The overview of all available placeholders can be found here.

Overview:

  • 'Responsible person' - used in the process steps in the dossier. Further information can be found in this article under point 3.

  • 'Executing person' - used in the process steps in the dossier. Further information can be found in this article under point 4.

  • 'Administrative person' - this is a special placeholder which is described in more detail below.

The placeholders (A_VORNAME, A_NACHNAME, etc.) for the administrative person are used in Dualoo in various areas. Below you will find an overview and also a recommendation on how they can be used.

Administrative person for e-mails/letters

When sending an e-mail, the person logged in is the 'Administrative person' by default. All Dualoo users are available in the dropdown selection. The placeholders (A_VORNAME, A_NACHNAME, etc.) for the administrative person are inserted accordingly (if they are used in the templates).

Important: The sender of e-mails is always the logged-in user.

Practical tip: By additionally using the placeholders for the executing person (e.g. D_VORNAME), two interview partners can be automatically added to the mail during an interview.

Administrative person for ratings

For rating schemes that are generated as a document, by default the rating person is the administrative person. This can be changed as follows.

Administrative person in the e-mail signature

In the e-mail signature, only the placeholders for the 'administrative person' are available. This is always the logged-in user.

Practical tip: Instead of the address of the logged-in user, the address of the job (company location) can also be used (e.g. S_STRASSE instead of A_STRASSE).

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