Click on 'Settings' in the left sidebar at the bottom of the navigation menu.
Global Automations
Set up automatic actions triggered by system events to streamline your recruitment workflow.
Global Automations allow you to create rules that automatically perform actions when certain events occur. These rules apply across your entire organization rather than specific jobs, helping you save time on repetitive tasks.
1
Go to Settings
2
Open the Automations tab
Click on the 'Automations' tab to access the global automation settings.
3
Open the Automation Manager
Click the 'Open Manager' button on the Automation Manager card to access the full automation configuration interface.
4
Create a new automation
Click on 'Add automation' or similar button to start creating a new automation rule.
5
Define the trigger
Select the event that will trigger the automation. Examples include: 'New application received', 'Candidate moved to stage', 'Interview scheduled', or 'Candidate rejected'.
6
Set conditions (optional)
Add conditions to make your automation more specific. For example, only trigger when the candidate is moved to a specific stage, or only for certain jobs.
Start with simple automations and add complexity as you learn what works for your team.
7
Choose an action
Select what should happen when the trigger fires. Common actions include: 'Send email', 'Move candidate to stage', 'Add tag', 'Notify team member', or 'Create task'.
8
Test your automation
Before going live, test your automation with a sample candidate to ensure it behaves as expected.
Be careful with automations that send emails - test thoroughly to avoid sending unintended messages to candidates.
9
Enable and save
Toggle the automation to 'Active' and save your changes. The automation will now run automatically when the trigger conditions are met.
Automations significantly reduce manual work and ensure consistent candidate experience. Start with common scenarios like sending confirmation emails or moving candidates between stages.