Applicant Tracking Emails Tab Overview

Decorative banner at the top of the article showing package availability. Text highlights Core, Pro, and Elite in color, with Add-on grayed out. Indicates that the Applicant Tracking Emails Tab is available in Core, Pro, and Elite packages, but not as an add-on.

What is the use of the Emails tab in Applicant Tracking?

Purpose: To give you an overview of the Emails tab on a candidate's profile. This is a great place to easily initiate, continue, and track communication with your candidates.

Table of Contents

Candidate overview

Screenshot of a job opening page in BambooHR. A table lists candidates with columns for Candidate Info, Status, Rating, Applied, and Last Email. The Last Email column provides a quick view of recent communication with each candidate, including whether or not emails exist. One candidate’s name is outlined in orange, showing it can be clicked to open the full profile and access the Emails tab. A New Candidate button is located in the top-right corner.

To access the Emails tab, click on a candidate's name in the candidate overview table.

The Emails tab

Screenshot of the Emails tab within a candidate’s profile in BambooHR. The tab displays a threaded list of email messages, with options to view recent or scheduled communications. Available features include creating a new email, viewing attachments via a paperclip icon, tracking delivery and open status, seeing sender/recipient details and timestamps, expanding or collapsing messages, and replying directly within the tab. Scheduled emails appear at the top of the list. A toolbar across the top provides navigation tabs (Candidate Info, Notes, and Emails (selected)). On the right side, controls allow users to update the candidate’s status and assign a rating using stars.

All email interactions display in a stream format on the Emails tab. The stream sorts in reverse chronological order. All email messages have a collapsed state but can be expanded to see all content, including any attached files. From the Emails tab, you can choose the following commands:

  1. Create a new email to send to the candidate. You will have the option to compose a new message or choose a template to send. Tip: You can also use the quick action email button in the top right corner if you want to send a message regardless of where you are on the candidate's profile.
  2. Attachment: If an email has an attachment, you will see a paperclip icon. Expand the email message to view the attached file.
  3. Status: Once you send an email message to the candidate, you can see its current status. There are four email statuses that help you track if a candidate has or has not received your message.
  4. Email details: You can see an email message's sender and recipient information along with a timestamp of the message.
  5. Expand/Collapse: Click on a message to expand the content. Click the collapse button to collapse the email message.
  6. Reply: Click on a message or hover over it to see the reply button. You can reply to any email messages from the candidate within BambooHR or your outside email client.
  7. Scheduled email: If you do not want to send an email to the candidate immediately, you can schedule it for a future date/time. Any scheduled emails will show at the top of the list. This will include any emails automatically scheduled due to an applicant's response to a disqualifying question or a status change.