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This article explains how recruiters and master recruiters can create an automation rule in the Assessment step of a workflow to remind candidates to take their assessment after an invite has been sent. It provides a clear step-by-step guide on configuring triggers, conditions, and actions using Workflow Automation.

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Step-by-step Guide

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Step 1: Access the Workflow and Assessment Step

From the main menu, navigate to the Workflows section. Select the workflow where you want to configure candidate reminder automation. Open the Assessment step within the workflow.
Note: This automation is created only for the selected workflow-step and does not apply globally.

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Step 2: Open Workflow Automation Panel

In the Assessment step, locate the Automation icon placed beside the Filters option. Click on the Automation icon to open the automation side panel.

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Step 3: Create a New Automation Rule

From the side panel, click + Create New to begin setting up a new automation rule.

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Step 4: Configure Trigger (Start When)

Under Trigger (Start When), select:
  • Candidate in invited status
This trigger ensures the automation is evaluated for candidates who have been invited but have not yet started or completed the assessment.

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Step 5: Configure Condition (Check If)

Under Conditions (Check If), select:
  • Time from invite sent
From the list, choose one of the following intervals based on when you want the reminder to be sent:
  • 24 hours
  • 48 hours
  • 72 hours
This condition ensures reminders are sent only after the selected time has passed since the assessment invite was sent.

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Step 6: Configure Action (Do This)

Under Actions (Do this), select:
  • Remind candidate via Email
This action automatically sends an email reminder to the candidate, prompting them to complete the assessment.

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Step 7: Activate the Automation

Review the trigger, condition, and action to ensure all details are correctly configured. Click Activate to enable the automation.

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Step 8: Verify Automation Creation

Once activated, the automation will appear under the Current Automations section within the Assessment step. This confirms that the reminder rule is active and will run based on the configured time interval.
By enabling this automation, recruiters can improve assessment completion rates, reduce manual follow-ups, and ensure a smoother candidate experience.