Automating certain actions, such as sending emails to shortlisted candidates or moving them to specific candidate pools, is a great way to make your selection process much more efficient and faster.
You can set up automated actions within the app settings for one or more stages within a particular pipeline.
Setting up automated action in pipelines
To set up an automated action, click on your Avatar in the top right corner and go to your App Settings - Pipelines - Edit pipeline.
Once you clicked on the pen icon next to the pipeline you want to automate, the edit window will be opened. Choose a stage you want to add automated actions to and click on the pen icon next to the stage you want to add automated actions.
You can choose between 6 different automated actions:
Send email - set automated emails to be sent to each candidate when they enter a certain stage in your pipeline.
Add task - automatically assign a task to you or one of your colleagues when a candidate enters a certain stage.
Add tag - tag will be added to the candidate upon entering the stage.
Remove tag - tag will be removed from the candidate upon entering the stage.
Add to pool - candidate will be added to a specific pool upon entering the stage.
Remove from pool - candidate will be removed from a specific pool upon entering the stage.
You are able to add multiple automated actions to the same stage. Those automated actions can all be different or the same by type or mixed.
NOTE: If you have one or more active pipelines and decide to add an automated action within the app setting, this will not be retroactively added to your existing jobs. You will have to add that automated action to the existing job manually.
Along with setting them up in the app settings under, there are other places where you can set up automated actions!
Setting up automated action under disqualification reasons
Along with setting them up in the app settings under, there are other places where you can set up automated actions!
Disqualification reasons - Let's say you reject one or more candidates because you decided to move forward with stronger applicants. Instead of writing a rejection email for every candidate, you can set up an automated response once they are disqualified. This will save you a lot of time when it comes to processing the rejections. You can choose to send an email template or write your own response.
Setting up automated action directly on the job post
Within an existing job - go to the job editor and skip to the Evaluation plan step. Now you can choose one or multiple stages within the pipeline where you can set your automated actions.
Setting up automated action for forms on the career site
Within the forms on your career site - head into the Forms section within the Careers page dashboard.
Here you can create a new form or edit the existing one by adding automated actions that will be triggered after form submission.
When editing an already existing form or creating a new one, the same window will be opened. Head to settings within that form to set automated action.
Removing an automated action
It is as simple as setting it up. Let's say you decide not to send an automated disqualification email to your candidates anymore.
Go into App setting - Disqualification reasons and choose to edit the desired automated action. Click on the Trash can icon to delete that action.
The same method is applied when deleting a certain automated action within a pipeline.
Now you know how to set up, add, and delete automated actions in TalentLyft.