{"id":15291,"date":"2024-12-19T09:13:08","date_gmt":"2024-12-19T09:13:08","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&#038;p=15291"},"modified":"2024-12-19T09:13:08","modified_gmt":"2024-12-19T09:13:08","password":"","slug":"placement-letters","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/placements\/placement-letters\/","title":{"rendered":"Placement Letters"},"content":{"rendered":"\n<p>Placement Letters enable you to create email templates with placement details. Once created, you can easily send them directly from the placement record or automate sending immediately or within a set timeframe after saving the placement. <\/p>\n\n\n\n<p>Placement emails are primarily used for sending placement information to candidates, such as start date or information needed by the employer .<br><strong>Creating Placement Emails:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click&nbsp;System on main toolbar and select <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/communication\/form-letters\/#create-a-form-letter\">Form Letters<\/a> from the dropdown menu.<\/li>\n\n\n\n<li>Click on Placement Letters.<\/li>\n\n\n\n<li>Click on the Add Letter action button in the action menu (plus sign icon).<\/li>\n\n\n\n<li>Name the document. The name provided auto-populates as the subject of the email.&nbsp;<strong>Do not use symbols in the name of the letter.<\/strong><\/li>\n\n\n\n<li>Type content of the email into the Text box. The toolbar within the Text area provides features for creating the Form Letter:<\/li>\n\n\n\n<li>Click SAVE.<\/li>\n\n\n\n<li><strong>New Document<\/strong>&nbsp;button to remove existing text and start a new letter.<\/li>\n\n\n\n<li><strong>Open Document<\/strong>&nbsp;button to find and upload a file on your computer to the PCRecruiter Form Letter area.<\/li>\n\n\n\n<li><strong>Save Document<\/strong>&nbsp;button to save a copy of the letter to your computer.<\/li>\n\n\n\n<li><strong>Print<\/strong>&nbsp;button to send the letter to your printer.<\/li>\n\n\n\n<li><strong>Cut, Copy, or Paste<\/strong>&nbsp;buttons to transfer content to and from your clipboard.<\/li>\n\n\n\n<li><strong>Left Justify, Center, and Right Justify<\/strong>&nbsp;buttons to align selected letter content.<\/li>\n\n\n\n<li><strong>Format Paragraph<\/strong>&nbsp;to create headings, numbered lists, and ordered lists.<\/li>\n\n\n\n<li><strong>Bold, Underline, and Italics<\/strong>&nbsp;buttons to format text.<\/li>\n\n\n\n<li><strong>Insert Picture<\/strong>&nbsp;icon to include images.<\/li>\n\n\n\n<li><strong>Insert Fields<\/strong>&nbsp;button to insert date, field data, signature, links to profiles, and&nbsp;interview details<\/li>\n<\/ol>\n\n\n\n<p>Example of Placement Emails:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1585\" height=\"734\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74.png\" alt=\"\" class=\"wp-image-15292\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74.png 1585w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74-300x139.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74-1024x474.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74-768x356.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74-1536x711.png 1536w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74-360x167.png 360w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-74-1568x726.png 1568w\" sizes=\"auto, (max-width: 1585px) 100vw, 1585px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Sending Placement Letters<\/h2>\n\n\n\n<p>You will find the option to send a Placement Form Letter using various methods:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong> Placement Screen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>After saving a Placement, click Email at the bottom of the placement screen.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>From a previous Placement:<\/strong>\n<ul class=\"wp-block-list\">\n<li>From in the Pipeline right click on the candidate record card that has been placed.<\/li>\n\n\n\n<li>Click View Placement.<\/li>\n\n\n\n<li>Click Email at the bottom of the placement screen.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Within the Placement Email screen, use the <strong>Template<\/strong> button within the HTML editing toolbar to select the desired Placement Letter. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Automating a Placement Form Letter<\/h2>\n\n\n\n<p>You can also create an Automation to send a placement form letter immediately upon saving or some time after the placement is saved. The automation will allow you to select the Placement Letter, the sender, and the recipient. <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/database-config\/automations\/\" data-type=\"docs\" data-id=\"9673\">Learn more about Automations<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Placement Letters enable you to create email templates with placement details. Once created, you can easily send them directly from the placement record or automate sending immediately or within a set timeframe after saving the placement. Placement emails are primarily used for sending placement information to candidates, such as start date or information needed by&hellip; <a class=\"more-link\" href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/placements\/placement-letters\/\">Continue reading <span class=\"screen-reader-text\">Placement Letters<\/span><\/a><\/p>\n","protected":false},"author":37,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[37],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-15291","docs","type-docs","status-publish","hentry","doc_category-placements","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":401,"total_views":"322","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"gkomyati","author_nicename":"gkomyati","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/gkomyati\/"},"doc_category_info":[{"term_name":"Placements","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/placements\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRM","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/","term_slug":"pcrm"}],"knowledge_base_slug":["pcrm"],"_links":{"self":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/15291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/37"}],"replies":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=15291"}],"version-history":[{"count":2,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/15291\/revisions"}],"predecessor-version":[{"id":15502,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/15291\/revisions\/15502"}],"wp:attachment":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=15291"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=15291"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/glossaries?post=15291"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=15291"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=15291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}