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# SmartRecruiters - Communication Template

# Overview

This guide explains how to configure Communication Templates in **SmartRecruiters** using **CodeBot**. It provides step-by-step instructions to help administrators create and manage communication templates used for candidate and recruiter communications throughout the recruitment process.


1. Navigate to **CodeBot** for SAP **SuccessFactors**, and enter your login details.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_amm2lw.png)

2. From the **Dashboard**, navigate to **Module Access Panel → Talent & Learning → SmartRecruiters.**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_61a41d.png)

3. Enter into your workspace.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_kbdaqe.png)

4. Navigate to the generated workbook by clicking the **Sheet** icon.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1y5ds79.png)

5. The workbook will appear in a new tab on your browser. Navigate to the **Communication Template** worksheet.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_s35cf6.png)
6. **Communication Template Columns:**
* **Column B – Processing Status:** Set to **Pending** for the new record.
* **Column C – Processing Template Name:** Enter the template name.
* **Column D – Template Name:** Enter the display name.
* **Column E – Type:** Select the template type.
* **Column F – Apply to all org fields:** Set to **TRUE** or **FALSE**.
* **Column G – Communication Method – Email:** Set to **TRUE** or **FALSE**.
* **Column H – Email Subject:** Enter the email subject.
* **Column I – Email Body:** Enter the email content.
* **Column J – Messaging:** Set to **TRUE** or **FALSE**.
* **Column K – Messaging Body:** Enter the messaging content.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_p51h7c.png)


7. Back in CodeBot click the Hamburger menu and select **Start Configuration.**


![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_86p38.png)

8. On the **left-hand side**, enter your **SAP SuccessFactors** password or sign in using **SSO** (if it is configured for your instance). Next, enter the **Execution Notes**. On the **right-hand side**, under **Advanced Options**, select the **Communication Template** checkbox and finally, click **Confirm and Start** to begin the execution.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_2qyz4v.png)

9. As the status changes to Processing you can monitor the execution. Below is the article for iteration monitoring.

[__https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798__](https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798)

10. Once the status shows Complete, go back in the workbook, and observe that **Communication Template** has been added successfully as the rows and their corresponding fields are now highlighted green. Meanwhile, the Processing Status have also turned to processed.  

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_4l7z6s.png)

11. You can also verify these changes by logging in to your SmartRecruiters instance and confirming that the newly added communication template appears in the Communication Templates list with the configured template name, type, communication method, and content.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_tz2f1y.png)

**Thanks for using CodeBot!** 