Customise consent email templates

Tailor and edit email templates sent as part of data retention in the Recruitment module.

Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

A tailored approach is particularly important when working with talents that will power your business. This guide describes how to tailor the messaging related to consents and data retention with Sage HR Recruitment module.

⚠️CAUTION: This article describes part of the Data retention feature suite in Sage HR. The data retention mechanism may automatically alter the data of your applicants. We strongly recommend reading Set up data retention before following the rest of these steps and activating this feature.

What do I need to set it up?

  • A user with 'Administrator' level access in Sage HR

  • Enabled Recruitment module to work with applicants

Configuring emails

  1. Click on your name on the top right, then click Settings.

  2. On the settings menu, click Recruitment, then click Data retention.

Email templates

Under Email templates is a list the email templates that may be used if Data retention policy is enabled in Sage HR. This includes templates for:

  • Applicants without referral

  • Applicants with referral

  • Consent extension inquiry

Click the pencil ✏️ icon to open the edit view of any of these emails. Here you can edit the text that will be used as a basis for the email. You can use various placeholders that will be converted into values based on data stored and configured in your system.

This way, {retention_duration_short_days} is a value entered in "Store personal information for ___ days" parameter in the data retention settings.

When you're done with editing the email template, click Save and then click on the eye 👁 icon to preview your email:

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