Using workflow automation with eyrecruit

Using workflow automation with eyrecruit



Workflow automation helps you streamline your recruitment process. It's made up of rules that trigger actions when certain activities are performed. For example, you could set it up so that marking a candidate as Disqualified sends them an email.
  1. In the top right, click on  > Global Settings.
  2. Click on Recruitment in the sidebar.
  3. Click on the Workflow Automation tab.
  4. Click on the  icon to create a new rule.
  5. In the pop-up, give the rule a Name and Description.
  6. Select the type of trigger to use for this rule from the Trigger Type menu.
  7. Select the the Trigger. This is the activity that the user will perform for the rule to execute the Action.
  8. Choose an Action type:
    1. Add a task:
      1. Type in the Task Name.
      2. Choose who will be assigned this task in the Assignee field. You can search for and select specific individuals, or select 'Hiring Team' to assign the task to everyone in the hiring team of the job related to the candidate.
      3. Enter the Due Date and Time for this task to be completed.
    2. Send an email:
      1. Select the Email Template you want to use whenever this rule is trigger.
      2. In the Due Date field, select how long after the trigger action you want to send the email. This can be immediate, or delayed for a while. If you've chosen to delay it, also select the Time you want the email to be sent.
  9. Click Add Action to add another action to this rule. 
  10. Click Save.
In eyrecruit, anything related to workflow automation, whether it's connected to a trigger or is produced by an action, is marked with a  icon.