To help structure your Teamtailor account, we have made it possible to associate certain assets with a specific Department, Role, and/or Region/Location. This allows you to highlight the most relevant options while hiding the irrelevant ones.
Organize your assets
Before you get started, please make sure you have set up your Departments/Roles and Locations/Regions in your Teamtailor account.
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, meaning that the message template will be visible in all contexts.
Choose specific criteria under Only available for certain jobs or candidates to control the visibility of a message template. 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.
In this example, with the following settings, the message template will be available in the Responses section of the job editor for positions in the Product department with the role of Back End Developer. It will also be available for messages sent to candidates who have either connected with or applied for a job that matches these criteria.
Once the template is saved, it will only be available in contexts that meet the criteria under the Messages tab on the candidate card. When selecting the Message template option, the associated template will be highlighted and shown under the Best match section. All other available message templates will be listed under Others.
Questions
Go to Settings → Recruitment → Questions and open/create a question. Once a question type has been chosen, you will find the availability options further down in the pop-up window.
By default, it will be set to Available everywhere, meaning that the question will be visible in all contexts.
Choose specific criteria under Only available for certain jobs or candidates to control the visibility of the question. 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 a question with the department Customer Support or All departments.
In this example, with the following settings, the question will be available in the Questions section of the job editor for positions with the New York location. It will also be available to be included in questionnaires sent to candidates who have connected with or applied for a job matching this criteria.
Once the question is saved, it will only be available in contexts that meet the criteria in the job editing mode and on the candidate card. When selecting a new question, the associated questions will be highlighted and shown under the Best match section. All other available questions will be listed under Others.
Order of assets
Assets are displayed based on their relevance to the selected context (Department/Role/Region/Location):
Best match: Assets that align with the specified context appear at the top.
Others: General assets available across all contexts (Available everywhere) are listed here.
Not shown: Assets tied to a different specific context (not matching the selected criteria) do not appear in the list.
For example, if you're sending a message to a candidate for a job in the Product department, message templates associated exclusively with the Sales department will not be displayed. This helps streamline the selection process, making it easier to find what you need!
Currently, this feature is available for Message templates and Questions — but stay tuned for more!