Compliance Onboarding Email Communications Builder

Template Selection Guide

BrandSelect the brand first. Priority levels and templates update automatically.

Initial introduction emailUse once when the candidate is first added to onboarding/compliance.

Follow upUse for standard chase emails based on the candidate priority.

Missed actionUse when an agreed action or timeline has been missed.

EscalationUse for internal non-engagement escalations to the Recruitment Consultant or Recruitment Business Manager.

Template Selection

Brand Candidate priority level Communication type Email template

Subject line

Candidate & Compliance Details

Candidate name Candidate email address (optional) Compliance Officer Consultant name

Recruitment Consultant name Recruitment Business Manager name Escalation timeframe

Role (Liquid only) Organisation / Client (Liquid only)

Reference period (Liquid intro only)

Outstanding documents / checks / training

Contact information

Missing fields appear in bold red in the preview.

Email Preview

The preview stays blank until all dropdowns are selected. You can edit the preview directly.

Create Outlook Email opens Outlook with the recipient and subject, then copies the formatted email using rich HTML. Click into the Outlook body and press Ctrl+V to preserve bold text, red guidance and clickable links.