In Handshake, you can customise your user settings to best suit your individual preferences and needs.
It's important to note that user settings only affect the individual user, unlike company settings, which apply to the entire company. This article will show you how to set or update your user settings.
Accessing your user settings
From any page in Handshake, click on your name in the upper-right corner of the screen, then click User Settings.
Alternatively, you can click My Profile on the left navigation bar, then click the Account tab in the upper-right corner of the page.
Understanding user settings
There are six sections in User Settings, accessible via the menu on the left:
- Account information: basic user information, such as your name, title and email address. This section also allows you to export your preferred calendar, so you can add your Handshake events to your calendar.
- Notification Preferences: set up how and when you receive activity notifications through Handshake.
- Status Messaging Preferences: set up automated messages for applicants based on their application status.
- Bulk Messaging Preferences: set safeguards to prevent you from reaching out to duplicate students when you send bulk messages. You can still send 1:1 messages to any student regardless of your bulk messaging preferences.
- Create Notes from Email: capture important dialogue exchanges by importing emails into a notes page on Handshake.
- Calendar Sync: sync your calendar, so your Handshake events can be shared into your calendar automatically.
Updating your user settings
Account Information
This section allows you to change your basic information, such as your name, job title, and email address. We recommend filling out these fields to enhance your experience on Handshake.
- To connect your account to a different employer account in Handshake, refer to Leaving a Company in Handshake.
Check the box for Visible on Company Profile to be featured in the Public Staff List.
After you've made the necessary changes, click Update User in the lower-right corner of the page to save the updates.
Note: there are additional settings available for your profile (such as your profile photo and work experience) that are only able to be edited directly from your profile. For additional details, refer to Employer Account: Update my Profile.
Notification Preferences
Select options to change which notifications you'd like to receive and how. Read more about Default Notification Preferences (Employers).
Status Messaging Preferences
Create and customise automated messages based on applicants' statuses if desired. Learn more about Applicant Status Messaging Preferences.
Bulk Messaging Preferences
All user roles except for Representative can set safeguards to automatically remove students from their message recipient list if (check/uncheck the following three options as applicable):
- They have applied to a job at {your company} in the past 12 months.
- I have sent them a message in the past 12 months.
- Anyone at {your company} has sent them a message in the past 12 months.
If you're previewing a bulk message, you may see a message that reads "We've excluded (X) candidates based on your message filter preferences." This indicates that you are filtering out candidates based on your preferences.
Click on the blue hyperlinked test message filter preferences to update your preferences.
Create Notes from Email
Handshake allows you to import important student email exchanges into the notes section so you can remember your interactions with students and share information with others. You’re also able to edit Contact notes.
Calendar Sync
Add our unique URL to your calendar to sync Handshake events, including appointments.
There are many calendar applications available, and some are built into your operating system. We have included links to instructions for some of the most popular calendar applications below. If your calendar application isn't listed, refer to the instruction manual for your calendar application to add an ICS URL.
*Note: it may take up to 12 hours to see updates to your Google Calendar from Handshake. This is a Google setting and cannot be modified by Handshake.
To learn more about how to edit your company settings instead, refer to How to Edit Your Company Settings.
Comments
0 comments
Article is closed for comments.