To help bring some structure to your Teamtailor account we have made it possible to associate a Message template or Question with a specific Department, Role, and/or Region/Location. This makes it possible to highlight the most relevant options and hide the irrelevant ones.
Organize your assets
Before getting started ensure you have set up your Departments/Roles and Locations/Regions.
Message templates
Go to Settings → Templates → Messages and open/create a message template. Scroll down to the Availability section to choose the criteria for this template.
By default, it will be set to Available everywhere. This means the message template will be highlighted in the Best match section in the template selector in all contexts.
Choose a specific criteria under Only available for certain jobs or candidates to control when a message template should be highlighted as Best match. The criteria can be based on a department, role, and/or region/location. For each category, you can choose one specific option or all. You can for eg. associate the template with the location Barcelona or All locations.
Once the template is saved you can go to a job that matches the set criteria. Open a candidate card in that process and navigate to Messages. Upon choosing the message template option the associated template will be highlighted and shown under the Best match section.
Questions
Go to Settings → Recruitment → Questions and open/create a question. Once a question type has been chosen you will find the Availability section further down in the pop-up window.
By default, it will be set to Available everywhere. This means the question will be highlighted in the Best match section in the question selector in all contexts.
Choose a specific criteria under Only available for certain jobs or candidates to control when a question should be highlighted as Best match. The criteria can be based on a department, role, and/or region/location. For each category, you can choose one specific option or all. You can for eg. associate the question with the department Customer Support or All departments.
Once the question is saved it will be highlighted in the Best match section in the list of selectable questions under the Application step when creating/editing a job:
List of structured assets
Available everywhere
The asset results shown in the list are presented with the following logic:
Assets associated with the specific context (i.e. with the same Department/Role or Region/Location) are shown at the top of the list under the heading Best match.
General assets that haven’t been associated with a specific Department/Role/Region/Location are shown below under the heading Others.
Assets that have been associated with a different Department/Role/Region/Location criteria are not shown in the list at all.
So for example, if you are sending a message to a candidate in a job within the Product department, message templates that have been associated only with the Sales department will not be shown at all in this context. This will make it easier to find what you are looking for!
Limited assets
When opening the candidate card in a job context matching the chosen criteria, the message template is highlighted under Best match.
When opening the candidate card in a general context (under Candidates), the message template is available but not highlighted under Best match.
When opening the candidate card in a job context where the criteria is matching another asset the message template will not be shown at all in the list. Both under Best match and Others.
Currently, this feature is available for Message templates and Questions — but stay tuned for more 🚀