Set a Follow-Up Reminder for a Candidate Email

Follow-up reminders help ensure candidates don't fall through the cracks. When sending an email to a candidate, you can set a reminder that alerts you if the candidate hasn't replied within a specified period.

If the candidate responds before the reminder is due, the reminder is automatically canceled.

Before You Begin

Keep the following in mind when using email follow-up reminders:

• Reminders are available when sending candidate emails immediately.
• Reminders are not available for emails scheduled using Send Later.
• Reminders are not available when sending emails from the interview scheduling dialog.
• Reminders are personal—they're only visible to the user who created them.

Set a Follow-Up Reminder

You can add a reminder while composing a new email or replying to an existing conversation.

1. Open the candidate's profile.
2. Select New Email, or reply to an existing email thread.
3. Compose your message.

4. Enable Remind me to follow up.

   

5. Choose how long to wait for a response before you're reminded.
6. Send the email.

You can also add a follow-up reminder after an email has already been sent.

Edit or Cancel a Reminder

You can update or remove a reminder at any time.

1. Open the candidate's profile.
2. Locate the email containing the reminder.

3. Click the Edit (pencil) icon next to the reminder.

   

4. Update the reminder date or cancel the reminder.
5. Save your changes.

Note: If the candidate replies before the reminder is due, the reminder is automatically canceled. You can add a new reminder later if needed.

What Happens If the Candidate Doesn't Reply?

If the reminder date passes without a response, Trakstar Hire displays an overdue reminder in several places.

Dashboard

An Overdue Candidate Responses notification appears in the Everything Else section of your Dashboard. Select View Candidate to open the candidate's profile.

Candidates List

An overdue indicator appears when viewing the candidate's expanded details from the Candidates list, allowing you to quickly navigate to the candidate's profile.

Candidate Profile

The unreplied-to email displays an overdue reminder within the candidate's profile. From there, you can turn off the reminder or follow up with the candidate.

Who Can See the Reminder?

Follow-up reminders are private.

Only the user who created the reminder can see overdue indicators and reminder notifications. Other users on the account do not see these reminders, even if they have access to the candidate profile.

Frequently Asked Questions

What happens if the candidate replies before the reminder is due?

The reminder is automatically canceled. If you want another reminder later, you can create a new one from the email thread.

Can I postpone an overdue reminder?

Yes. Edit the reminder and select a new reminder date to effectively "snooze" it.

How is the reminder time calculated?

The reminder is based on the exact time the email was sent. For example, if you send an email at 6:00 PM on Monday and choose a 1-day reminder, you'll be notified after 6:00 PM on Tuesday if the candidate hasn't replied.

Can I use reminders with every candidate email?

You can use reminders with most candidate emails sent from Trakstar Hire, except:

• Emails sent using Send Later.
• Emails sent from the interview scheduling dialog.

Best Practices

• Set a reminder whenever you're waiting on important information from a candidate.
• Review overdue reminders regularly from your Dashboard.
• If a candidate needs additional time, edit the reminder instead of creating a new email thread.
• Use reminders as a personal follow-up tool—they're not shared with other members of your hiring team.

Questions?

Feel free to reach out at any time - support@recuriterbox.com!