Managing Recruiting Agenda and Retention Emails

We know it's easy to get off task with everything you need to get done in a day. That's why we send your Admin and Staff level users Daily Recruiting Agenda emails every weekday at 6 AM so they have an at-a-glance guide to what they need to tackle.

Daily Retention Agenda emails are also sent daily, but only when:

1. A new candidate is moved to Onboarding
2. There is activity logged in the prior day for someone in onboarding
3. A team member is added to the "Active" queue for a retention touch as it has been 30 days since the last activity (e.g. email, text, logging call) with them.

If for any reason you need to turn off those e-mails, you can.

In Brokerkit, click your name in the upper right-hand corner and select Account from the drop-down menu. Then, at the bottom of your profile, uncheck the Recruiting Agenda Emails and Retention Agenda Emails and click Update Account.

NOTE: If you turn off Retention Agenda Emails, you will not receive notifications if a followup is set for you by another staff member.