*This page was machine-translated from Japanese and may contain inaccuracies.
When a Resume, to whom you have proposed a Job, expresses the intention to accept the application,
this page explains how to send a document recommendation mail to the Recruiter of the Client (hiring company) as the next expected action.
You can perform the operation to recommend a candidate (Resume) through multiple navigation paths.
This page explains the following three typical methods.
- Pattern 1: Recommend candidate from "Sublist | Process"
- Pattern 2: Recommend candidate from the Process list
- Create Mail
Pattern 1: Recommend candidate from "Sublist | Process"
On the Job or Resume detail view, in "Sublist | Process", click the ellipsis ("...") button to the left of the Process record and then click "Mail to Recruiter".
The Mail creation screen opens, so configure the necessary settings and send the Mail.
If you want to recommend multiple candidates (Resumes) in one Mail,
go to the Job detail view, "Sublist | Process", check the relevant Processes,
click "Bulk candidate introduction", and then create and send the Mail.
Pattern 2: Recommend candidate from the Process list
In the Global-Menu (black menu bar at the top of the screen), click "Process" and then "Search".
Click "Advanced Search", then enter the ID or name of the Resume who accepted the application as the filter condition, and click "Search".
The Process list will be filtered so that only the Processes linked to the specific candidate are displayed.
Find the Process linked to the Job for which the candidate has accepted the application.
(If there are many Processes, you can narrow them down further by phase, or use a filter on each field.)
Please click "Send Mail (Recruiter)" from the Action menu of the relevant Process.
Create Mail
The "To" screen for selecting recipients will open. Check the Mail-type field you want to use as the destination, and click OK.
The Mail creation screen will open, so apply a template and configure other necessary settings.
*For details about sending Mail, please see here, and for Mail templates, Resume Blocks, and signatures, please see here.
By clicking "Attach", you can attach the Resume's CV, work history, recommendation letter, etc. to the Mail.
If there are files attached to related records, the file names and checkboxes will be displayed. Check the files you want to attach.
If you want to select a file from your own PC, click the selection button to the right of "Select from PC" and choose the file.
The guideline for files that can be attached to a Mail is up to 5 MB per file and up to 7 MB per Mail (3 MB per Mail if you are using the Office365 Mail settings).
(The total Mail size after encoding must be 10 MB or less. As a rule of thumb, encoding increases the size to about 1.3 times the original.)
When attaching a CV or work history, by checking "Compress" and "Password", you can send them as a password-protected ZIP file. (When sending, the password will be notified to the recipient in a separate Mail.)
You can also change the file name and password to any values you like.
*We do not recommend sending password-protected ZIP files. For details, please refer to this page.
After you finish configuring the attachment settings, click "OK".
An icon and file name will be displayed to indicate that a file has been attached.
*If you attach files containing personal information, such as CV or work history, please make sure that you are complying with your company's information security rules before sending.
It is convenient to configure the settings so that the Process phase is updated to "Sent CV" when the Mail is sent.
After you finish creating the Mail, click "Send".
*There is no confirmation screen before sending. Once you click the Send button, the Mail will be sent immediately, so please be careful.
When the Mail is sent, a completion message will be displayed.
After the Mail is sent, you will return to the list view. Click the "Reload" button to load the latest information.
(Depending on the filter settings, the data may no longer be visible in the list.)
If you want to check the Mail history with the Recruiter, click the "Recruiter" link in the Process detail view,
and the Recruiter detail view will open.
If the document recommendation Mail that you sent has been shared, you can check it from the Mail history.
Click "Mail history" from the Action menu of the relevant record, or click the Mail icon on the detail view.
The mailbox of the selected Recruiter will open.
This mailbox displays shared Mails where the Recruiter's Mail address is included in any of From, To, or CC.
If you receive a job application acceptance from a job seeker who was proposed a job, the next action is to send a document recommendation email to the hiring manager of the recruiting company.
This operation can be performed from multiple locations.
- Pattern ① Candidate recommendation from "Sublist | Selection Process"
- Pattern ② Candidate recommendation from the selection process list
- Creating an Email
Pattern ① Candidate recommendation from "Sublist | Selection Process"
Open the email screen for the company representative from the "Sublist | Selection Process" of the JOB or resume details screen.
If you want to send multiple resumes in one email, check the relevant selection process from the "Sublist | Selection Process" of the JOB details screen and use "Recommend Candidates in Bulk".
Pattern ② Candidate recommendation from the selection process list
Send an email from the selection process screen, so click "Search" in the selection process.
Enter the job seeker's name in the resume search field and click "Search".
Once the search results are displayed in a list, find the relevant selection process from the list.
If there are many selection processes, you can narrow down by checking the phase checkbox or applying a filter for each item.
From the action menu of the selection process that has been accepted, click "Email to Company Representative".
Creating an Email
When the destination selection screen opens, check the email type item you want to put in the destination and click OK.
When the email creation screen opens, make the necessary settings such as applying a template.
※For details about sending emails, please check here, and for information about email templates, resume blocks, and signatures, please check here.
Clicking "Attach" allows you to attach the job seeker's resume, work history, recommendation letter, etc. to the email.
If there are attachment files saved in PORTERS, the file name and checkbox will be displayed, so check the file you want to attach.
If you want to select a file from your own PC, click the selection button on the right side of "Select from PC" and select a file.
The maximum file size that can be attached to an email is 5MB per file
and 7MB
per email (3MB in the case of Office365 email settings).
(The total email size when encoded is up to 10MB. Normally, encoding
makes it
about 1.3 times the actual size.)
If you want to attach a resume or work history, you can send it as a password-protected ZIP file by checking "Compress" and "Password".
You can also change the file name and password to any content.
※However, due to a notification from the government, we do not recommend sending ZIP files. For details, please see here.
Once the attachment file settings are completed, click "OK".
When you attach a file, the file name and icon are displayed.
If you have attached a file such as a resume or work history, please make sure to check the security of the attachment file within your company before sending it.
It is also convenient to set the selection process phase to "Document Recommendation" at the same time as sending the email.
Once the email is created, click "Send".
There is no confirmation screen before sending. Please be aware that clicking the send button will send it immediately.
A message will be displayed when the email is sent. After confirming, click "OK".
After the email is sent, you will return to the original list screen, and pressing the "Reload" button will load the latest information.
(Depending on the filter settings, etc., data may not be visible from the list.)
If you want to check the email history with the hiring manager, clicking the link of the hiring manager in the details of the selection process will open the details of the hiring manager.
If the sent document recommendation email is shared, you can check it from the email history.
Please click "Email History" in the action menu of the relevant record, or the email icon on the detail screen.
The mailbox of the selected hiring manager will open.
This mailbox displays emails that have the email address of the relevant hiring manager in From, To, or CC, and are shared.