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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 User Settings from the drop-down menu. Then, go to Notifications tab, uncheck the Recruiting Agenda and Retention Agenda and click Update Account.

📝 Note: If you turn off Retention Agenda Emails, you will not receive notifications if a follow-up is set for you by another staff member.