--- title: Create an Automated Start Date Email Follow Up. description: Automate your "check-in" outreach to clients or candidates after hiring or being hired for permanent positions --- [Skip to content](https://learn.enginehire.io/en/knowledge/create-a-start-date-followup#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en) # Create an Automated Start Date Email Follow Up. ## Automate your "check-in" outreach to clients or candidates after hiring or being hired for permanent positions 1. Within your Dashboard, click **More →** **Templates** **→** **Email Templates**.![Screenshot 2025-07-23 at 2.59.23 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%202.59.23%20PM.png?width=688&height=390&name=Screenshot%202025-07-23%20at%202.59.23%20PM.png)![Screenshot 2025-07-23 at 2.59.36 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%202.59.36%20PM.png?width=688&height=395&name=Screenshot%202025-07-23%20at%202.59.36%20PM.png) 2. Click **Add Template![Screenshot 2025-07-23 at 2.59.49 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%202.59.49%20PM.png?width=688&height=387&name=Screenshot%202025-07-23%20at%202.59.49%20PM.png)** 3. **Create a name** for your template. This is internal and will not be seen by users.![Screenshot 2025-07-23 at 3.00.05 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.00.05%20PM.png?width=688&height=384&name=Screenshot%202025-07-23%20at%203.00.05%20PM.png) 4. **For the type** - Select the Candidate if you want the email to go to the candidate. Client if you want this email to go to the client. ![Screenshot 2025-07-23 at 3.00.37 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.00.37%20PM.png?width=688&height=385&name=Screenshot%202025-07-23%20at%203.00.37%20PM.png) 5. **For the** **Trigger** select **Start Date Follow Up![Screenshot 2025-07-23 at 3.00.57 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.00.57%20PM.png?width=688&height=388&name=Screenshot%202025-07-23%20at%203.00.57%20PM.png)** 6. Select the **Relationship** status that you wish to set a Follow-up Email to.  *To learn more about matching and relationship statuses, [click here](https://learn.enginehire.io/en/knowledge/how-to-share-a-candidate-profile-with-a-client?hsLang=en).*  ![Screenshot 2025-07-23 at 3.01.18 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.01.18%20PM.png?width=688&height=389&name=Screenshot%202025-07-23%20at%203.01.18%20PM.png) 7. Enter the number of days **after** this Relationship status is set, that you would like the email to send. If you want it to go on their first day, enter zero. ![Screenshot 2025-07-23 at 3.01.31 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.01.31%20PM.png?width=688&height=383&name=Screenshot%202025-07-23%20at%203.01.31%20PM.png) 8. Click **Next: Sender and Recipients**![Screenshot 2025-07-23 at 3.01.43 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.01.43%20PM.png?width=688&height=387&name=Screenshot%202025-07-23%20at%203.01.43%20PM.png) 9. Click to expand the menus in order to enter who the email comes from, control who receives the email, and any additional Advanced Options ![Screenshot 2025-07-23 at 3.02.00 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.02.00%20PM.png?width=688&height=385&name=Screenshot%202025-07-23%20at%203.02.00%20PM.png)![Screenshot 2025-07-23 at 3.02.13 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.02.13%20PM.png?width=688&height=386&name=Screenshot%202025-07-23%20at%203.02.13%20PM.png)![Screenshot 2025-07-23 at 3.02.54 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.02.54%20PM.png?width=688&height=380&name=Screenshot%202025-07-23%20at%203.02.54%20PM.png) 10. When you're finished configuring these settings, **click Next: Content![Screenshot 2025-07-23 at 3.03.08 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.03.08%20PM.png?width=688&height=394&name=Screenshot%202025-07-23%20at%203.03.08%20PM.png)** 11. Enter the **Subject** for your email and **Content.**  Note, as you enter text in each field, additional fields will open up. ![Screenshot 2025-07-23 at 3.03.31 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.03.31%20PM.png?width=688&height=431&name=Screenshot%202025-07-23%20at%203.03.31%20PM.png) 12. Click **Create** to save your work.![Screenshot 2025-07-23 at 3.03.43 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.03.43%20PM.png?width=688&height=395&name=Screenshot%202025-07-23%20at%203.03.43%20PM.png) **Important:** Within the Admin tab of a Client profile, navigate to the Matches section, you will need to select the Candidate in question, select "Update Status" and scroll to the bottom of this pop-up to Advanced Options and enter a **Start Date.**  Click **Update** to save your work.  ![Screenshot 2025-07-23 at 3.33.24 PM](https://learn.enginehire.io/hs-fs/hubfs/Screenshot%202025-07-23%20at%203.33.24%20PM.png?width=688&height=198&name=Screenshot%202025-07-23%20at%203.33.24%20PM.png)   [If this content doesn't answer your questions you can always contact us by clicking here](https://share.hsforms.com/1yIx2IRKyQQaVcMJW8kLbJg39wil)   - [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) - [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) - [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#main-content) - [Documents](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#documents) - [Jobs](https://learn.enginehire.io/en/knowledge/jobs?hsLang=en) - [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) - [Integrations](https://learn.enginehire.io/en/knowledge/integrations?hsLang=en) - [App](https://learn.enginehire.io/en/knowledge/app?hsLang=en) - [For Candidates & Clients](https://learn.enginehire.io/en/knowledge/for-candidates-clients?hsLang=en) - [Backup Care](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#main-content) - [Instant Book](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#instant-book) - [Data Import & Export](https://learn.enginehire.io/en/knowledge/data-import-export?hsLang=en) - [Reporting & Logs](https://learn.enginehire.io/en/knowledge/reporting-logs?hsLang=en) - [Error](https://learn.enginehire.io/en/knowledge/error?hsLang=en#main-content) - [Authentication](https://learn.enginehire.io/en/knowledge/error?hsLang=en#authentication) - [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) - [Domain](https://learn.enginehire.io/en/knowledge/domain?hsLang=en) - [Webinars and Training](https://learn.enginehire.io/en/knowledge/webinars-and-training?hsLang=en) - [Ways to Grow and Make More Money](https://learn.enginehire.io/en/knowledge/ways-to-grow-and-make-more-money?hsLang=en) - [Placements](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#main-content) - [Job Board](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#job-board) - [Enginehire Team Internal Videos](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#main-content) - [Settings](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#settings) - [AI](https://learn.enginehire.io/en/knowledge/ai?hsLang=en) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0-1.png?width=68&height=24&name=enginehire%20logo%20thin%20dark%201.0-1.png "Chill listening crop-3")](https://enginehire.io) Enginehire Help Center Copyright © 2026, Enginehire Inc.