Automated Activities

you can now automate the sending of direct booking links, candidate availability links, questionnaires, emails and take home assessments from within your job’s interview plan these automations are triggered as candidates transition from stage to stage in your pipeline assessments sent via an integration (for example, via hackerrank or bryq) can also be automated automated activities can be configured on the foundations, plus, enterprise and legacy plus plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ setting up automation on a schedule interview activity for more information on setting up {{sch}}, check out docid 0z5jm eqkvzq oqc03rer when setting up or amending your schedule interview activity, click on the automation tab then check the automate on stage entry checkbox from there, you’ll be asked to specify the automation type (whether you’d like to send out a direct booking link or a candidate availability link automatically) if you haven’t already, ensure that an email template is set up for direct booking links or candidate availability links in the communication tab of your schedule interview activity this is the email that will be sent out to the candidate automatically when they’re moved to this stage of your pipeline setting up automation for a send email activity please note that only emails to the candidate can be automated it’s not currently possible to automate send email activities for interviewers or hiring team members if you are looking to set up automated booking confirmation emails or interview reminders, please check out docid 0z5jm eqkvzq oqc03rer on the interview plan for your job, click + add activity , then select the send email activity option select the email template that you’d like to send out as part of this activity click submit to create the activity to automate the sending of the email, click modify , then edit for this activity, then click on the automation tab check the automate on stage entry? checkbox the email will then be automatically sent when the candidate is moved to the stage the automated activity is in when a candidate is initially moved to the stage with the automated activity in it, you will have the option to stop the automated email from being sent if you haven’t already, ensure that an email template is set up for direct booking links or candidate availability links in the communication tab of your schedule interview activity this is the email that will be sent out to the candidate automatically when they’re moved to this stage of your pipeline you will have the option to undo the automation each time it is triggered setting up automation for a questionnaire activity head to the interview plan for your job, then click + add activity , then select the questionnaire option when selecting your questionnaire and email template, check the automate on stage entry? checkbox so the questionnaire is sent when the candidate is moved to the specified stage automation for a take home assessment on the interview plan for the role in question, click + add activity in the stage you’d like to add the take home assessment to, then select the take home option when setting up your take home, you can opt to select an email from your email templates to be sent out as part of the automation on the communication tab on the automation tab, you can then check the automate on stage entry? checkbox, then select the user that the take home email should be sent on behalf of setting up automation on an assessment sent via an integration to create an activity on your interview plan, head to your job, then click on the interview plans tab from there, you can click the + add activity to… option on the stage you’d like to add the assessment to then select the assessment integration you’d like to use from the add activity sidebar select the assessment that you’d like to send to candidates to complete from the dropdown once selected, you can head to the settings tab of the assessment configuration page and check the automate on stage entry? checkbox from now on, candidates moved to this stage will have the assessment sent to them automatically to stop automation for future candidates, uncheck this checkbox how to confirm a stage has an automated activity if a stage has an automated activity added to it, a lightning bolt icon will show beside the stage name this icon will show on the candidate pipeline for your job, on the interview plan for the job on the stage name when moving or advancing a candidate to the next stage (both via the change stage button and in application review if the following stage has an automated activity) this iconography can also be seen when choosing the stage candidates should be added to when considering them for a job can i stop an automatic activity for a specific candidate or candidates? changing a stage for a single job consideration when a single candidate is moved to a stage with an automated activity, you will see the option to undo the activity you’ll have 15 seconds after the candidate is moved into the stage to undo the automated activity changing a stage in bulk for multiple job considerations when changing job consideration stages in bulk, a warning message will appear confirming that some activities are configured to automatically start you can opt out of starting these activities automatically by unchecking the start automatic activities? checkbox faq can i delay or schedule the automation of the activity as part of the automated activity setup? currently, automated activities will run as soon as the candidate has been moved to the specified stage it’s not possible to delay or schedule the automation of the activity as part of the activity automation setup ca n i set up an automated activity to move a candidate to another stage automatically? no, it’s not possible to create an automation to change a candidate’s stage