Texting Candidates from JazzHR

In today's competitive recruiting market, connecting with top talent quickly is more important than ever. Reaching candidates via their most preferred communication method is key to making the right hire faster.

JazzHR’s Candidate Texting arms you and your team with this competitive edge, empowering you to reach candidates via their most-used form of communication. 

To text candidates from JazzHR:

  1. Download the Chrome Extension
  2. Confirm Candidate Consent
  3. SSO into Extension
  4. Add the Candidate
  5. Send a Text
  6. Track Text Conversations

Download the Chrome Extension

JazzHR's texting functionality works via a Chrome extension powered by Canvas. You can add texting to your plan to start texting candidates by clicking here or you can contact our team. Once texting is enabled on your JazzHR account, download the extension from the Google Chrome store here

Looking to text candidates on the go? Download the Canvas mobile app from the Apple App Store or Google Play Store.

Confirm Candidate Consent

Each candidate you text from JazzHR must be opted in to receive text messages.

Candidates can opt in proactively by confirming they'd like to receive texts when they apply to your job(s) by checking the box next to "I consent to be contacted over SMS/Text for this job."

Note that this box will be checked by default and only appear on the JazzHR-hosted Responsive Layout, not on job board partners.

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Candidates who haven't proactively opted in, must be manually opted in from their Candidate Profile in JazzHR.

Once you've confirmed a candidate is willing to receive texts, click Manual Opt-In from the "Texting" section on his/her profile.

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Note that you can click Manual Opt-Out at any point to remove the ability to reach the candidate(s) by text message.

SSO into Extension

Once the candidate has been opted in to texting, open the JazzHR Candidate Texting Chrome Extension.

Click Text This Candidate or click the extension icon on your browser.

Enter the email address you use to sign into JazzHR, and click SSO Login.

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Add the Candidate

Candidates who have never been texted from JazzHR before must be set up within the extension before you're able to first text them.

Enter the following information for each:

  • First Name
  • Last Name
  • Phone Number
  • Email Address

Then, click Next. From the next modal:

  1. Select a Job to assign the candidate to a particular job within JazzHR.
  2. Click Add to Texting.
  3. Click Start a Chat to being texting within JazzHR or Open Chat in App to be redirected to Canvas directly.

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Send a Text

All text message conversations will begin with a preloaded Welcome Message.

Click Click Send to send this message to the candidate. Note that you can customize this message or choose not to use it at all.

Otherwise, type your own message into the free-text field, and click the airplane icon to send.

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Note that only users who have texting enabled on their user profile will be able to send text messages to candidates.

All text messages within your account will come from the same phone number regardless of user. 

Track Text Conversations

Candidate responses will appear right within your extension. The number of responses will appear next to the extension icon.

Click the extension to view the candidate's response and continue the conversation.

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If you're using the mobile app, text responses will be sent via push notifications.

Sync Transcripts to JazzHR 

Text communication with the candidate will be automatically synced to the candidate and be visible on the right-hand column of the Candidate Profile.

Note: If a user does not have texting enabled on their user account, they will not be able to view texting communications.

Frequently Asked Questions

Do I have to be in JazzHR to use the Candidate Texting extension?

No, the JazzHR Candidate Texting extension can be used from anywhere in your browser or on your phone via the Canvas mobile app, which you can download from the Apple App Store or Google Play Store).

Can I customize the Welcome Message?

Yes! To update the default Welcome Message, go to your Canvas profile and click Use External Login to enter via SSO. Then:

  1. Click your initials in the upper-right-hand corner.
  2. Click Preferences.
  3. Click Organizational Settings.
  4. Enter text into the "Welcome Message" field, or uncheck "Enable Welcome Message" to remove this.

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Can everyone in my account send text messages?

Users must first have texting enabled on their user profile in JazzHR in order to send text messages to candidates. One user will be initially be granted texting access. Then, he/she will need to enable this functionality for others.

To enable texting for a JazzHR user:

  1. Click Settings.
  2. Click People.
  3. Click into the user profile you'd like to enable texting within.
  4. Click Enable Texting.

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Can I forward phone calls made to the texting phone number?

Yes! To set up call forwarding:

  1. Go to your Canvas profile.
  2. Click Use External Login to enter via SSO. 
  3. Click your initials in the upper-right-hand corner.
  4. Click My Canvas Number(s).
  5. Check the box next to "Forwarding Number."
  6. Enter the number you'd like calls redirected to within the free-text field.
  7. Click Save Changes.

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Which countries will be supported by JazzHR Candidate Texting?

As of now, only customers with the United States and Canada will be able to use this functionality.

A picture/nickname is appearing in the texting extension for candidates. How do I turn this off?

Candidate phone numbers are sometimes associated with their Google account, causing their email photo/nickname to appear. To turn this off:

  1. Go to your Canvas profile.
  2. Click your initials in the upper-right corner of the page.
  3. Select Preferences. 
  4. Click Data Settings.
  5. Find Magic Contact Lookups and uncheck the box. 
  6. Click Update Magic Contact Lookups. 

 

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