Create or edit an automation consisting of a number of specific actions. This could be a workflow related to manually created candidates that automatically sends the form for acceptance of the privacy policy or a workflow that sends forms for reference collection when moving a candidate in the hiring process.
Note
Your options will vary depending on what the automation is about.
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Go to in the main menu.
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Go to .
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Click or mark and edit an existing workflow.
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Name the workflow and enter a description if needed. You can enter the title and description in a second language associated with your account by clicking the green + icon.
Note
You can enter the title and description in a second language associated with your account by clicking the +
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Click .
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Choose what this automation concerns.
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Choose when the automation should be triggered:
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: Automation triggered when X is created
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: Automation triggered when X is updated
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: Automation is triggered on a certain date and time
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: Automation is triggered by manual selection on the candidate
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: Automation is triggered when X is deleted
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Choose which criteria must match for the automation to be triggered. This could be a department, a pipeline step, or an answer in a form or application form. If the automation should always be triggered, choose None.
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Click .
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Click and select one of the available action types.
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Fill in details for the selected action and click .
Note
You can add more actions by repeating the action selection and configuration steps.
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Fill in the details and click .
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Click to activate the automation.