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Save an email as a personal email template in Recruiting

Describes how to save an email as a personal email template so you can use the email again for future candidate communication.

This article is for administrators

Everyone can create and manage personal communication templates.  

 

Save an email as a personal email template 

  1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform. 
  2. Create an email to a candidate. 
  3. Select the Save Email Template icon (floppy disk). The Save Email Template window opens. 
  4. In the Save As field, the subject from your email fills in automatically. Update the template name, if needed. 
  5. Select Save. The template is now saved to your personal library.  
     

Access and edit personal templates 

  1. To access or edit the template, select the gear icon, then select Message Settings
  2. Select the My Templates tab.  
  3. Select the template you created, remove any candidate-specific details, and replace them with auto-fill tokens or placeholders for unique information.
    Note: For more information on auto-fill tokens, see Use autofill tokens in email and text templates.   
  4. Select Save

After you save the email template, it is stored in your personal template library and is available for future emails. 

 

 


 

Updated: July 20th, 2026 6109 views


*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

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