Preferences

Preferences allows each user to further customize their experience within PeopleFluent Recruiting. The options selected from the Preferences pop-up window are specific to actions completed within PeopleFluent Recruiting.

Limitations

• Touch-based Internet Explorer 10 and 11 does not support integration with MS Outlook and Lotus Notes.
• Outlook and Lotus Notes integration is not supported with Google Chrome, Mac Safari, or Mozilla Firefox. If you use any of these browsers to access PeopleFluent Recruiting, you must use the internal email client.

To set preferences

1. Go to Global Header > Preferences.
2. Define your Email Preferences:

1. Select a Default Email Client from the drop-down list:

2. Microsoft Outlook

3. Lotus Notes

4. Internal (internal RMS email service)

2. Enter the Mail Server and Mail Database information provided by your Information Technology group.
3. Select the Open in External Email Client check box if you want all email messages sent via PeopleFluent Recruiting to automatically open in the default email client selected in Default Email Client drop-down list.

1. Caution: If you leave this checkbox blank, but selected Microsoft Outlook or Lotus Notes as the default email client,  the internal email window opens for all email messages sent in PeopleFluent Recruiting (including email triggers). From the internal email window, you will have to click Open in Outlook or Open in Lotus Notes to send the email.

4. Click Manage Signatures if you want to create an email signature to add to your email messages. To create an email signature do the following:To create an email signature do the following:

    

   1. Enter the Signature Name. If you want to create multiple signatures, this helps you identify this particular signature when adding it to an email template later on.
   2. If desired, select the Set as Default Signature check box. By selecting this option, the signature automatically appears in every email message sent.
   3. In the signature body, type a name, job title, and contact information. In the style formatting area, you can change the appearance of any text (font, font size, and text alignment).
   4. To add a hyperlink to the signature, click the Insert Hyperlink icon in the style formatting area.
   5. To add an image to the email signature, click Insert Image in the style formatting area and do the following:
   6. Click Upload and to browse to images in your local directory and upload the desired image. You cannot upload a file that is larger than 2MB.
   7. Select the image from the Insert Images dialog box. If desired, you can change the size of the image by entering values in the Width (px) and Height (px) fields.
   8. (Optional) In the Alternate Text field, enter text that appears when the image cannot be displayed (for example, some email applications disable images). The alternate text should be a description of the image.
   9. Click Insert. The image appears in the Manage Signatures dialog box.

    

5. Click Save to save the signature and return to the Preferences dialog box.

3. Under the Calendar Integration panel, click either Authorize Google Calendar Integration or Authorize Office 365 Calendar Integration to integrate your Google or Office 365 calendar with PeopleFluent Recruiting.
4. Under the Worflow Prefences panel, enter the number of hours a candidate will be considered a new entrant into the application and have their name displayed in boldface in a workflow.
5. Under the Notifications panel, users can choose which notification messages to display. The following items will always require confirmation before deletion, regardless of the user’s preference:

1. delete requisition

2. remove selected candidate from a requisition

3. remove all candidates from a requisition

4. remove all job posts

6. Click Save.

Additional Information

About the Dashboard

My Welcome Panel

About Email Templates