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Administrator Guide
Last Updated: 2024-05-17
Steps: Set Up Recruiting Campaigns

Steps: Set Up Recruiting Campaigns

You can set up message and notification templates that enable recruiters to send branded marketing communications to pools of prospects or candidates. The emails can include links to job postings. You can also configure an analytics discovery board so recruiters can view engagement metrics and conversion rates for job applications submitted by campaign recipients.
  1. Enable the Candidate Engagement functional area.
    See Steps: Enable Functional Areas and Security Policies.
  2. Edit Domain Security Policies.
    Configure the
    Manage: Recruiting Campaigns
     domain in the Candidate Engagement functional area.
  3. Set up email analytics for the Recruiting Campaigns notification type in the Candidate Engagement service.
  4. Ensure recruiters who manage campaigns can view candidate pools.
  5. Create templates with Notification Designer.
    You can create and activate notification templates for the
    Recruiting Campaigns
     notification type.
    You can insert the Recruiting Campaign data row on the template to enable recruiters to add up to 25 job posting links in a message.
  6. (Optional) Create message templates for the
    Recruiting Campaigns
     notification type.
  7. Add a new recruiting source category and recruiting source and map it to the
    Recruiting Campaigns
     option. This enables you to view the campaign that is the source of the job application on a candidate's profile.
  8. (Optional) Access the
    Edit Tenant Setup - Recruiting
     task.
    Select the
    Enable Automatic Candidate Merging
     check box. This supports candidate source tracking by merging candidates who submit applications with email recipients.
    Security:
    Set Up: Tenant Setup - HCM
     domain in the System functional area.
  9. (Optional) Enable workers to mute internal recruiting campaigns.
    Set up the
    Notification Routing Rule for Recruiting Campaigns
     in the
    Edit Tenant Setup – Notifications
     task to include
    Mute
     as an
    Allowed Frequency
    .
  11. (Optional) Access the
    Candidate Engagement Hub
    .
    The hub displays published recruiting campaign and landing page analytics and provides links that enable you to drill down to further details and reports.
    Recruiters can add a link to the Candidate Engagement Hub in the Recruiting Hub under Shortcuts or add the Candidate Engagement worklet to their Workday homepage.
Recruiters can manage campaigns and access analytics using the
Maintain Recruiting Campaigns
 task.