Step-by-step Guide
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 evaluator auto-assignment. Open the Assessment step within the workflow.Note: This automation is created only for the selected workflow-step and does not apply globally.
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.Step 3: Create a New Automation Rule
From the side panel, click + Create New to begin setting up a new automation rule.Step 4: Configure Trigger (Start When)
Under Trigger (Start When), select:- Assessment invite sent
Step 5: Configure Condition (Check If)
Under Conditions (Check If), select:- Evaluator not assigned
Step 6: Configure Action (Do This)
Under Actions (Do this), select:- Auto-assign evaluator
Tip: Selecting multiple evaluators helps distribute evaluations evenly and avoids overloading a single evaluator.
Step 7: Activate the Automation
Review the trigger, condition, and action to ensure accuracy. Click Activate to enable the automation.Step 8: Verify Automation Creation
Once activated, the automation will appear under the Current Automations section within the Assessment step. This confirms that the rule is active and will execute automatically when assessment invites are sent.By using this automation, recruiters can ensure evaluators are assigned at the right time, reduce manual intervention, and streamline the assessment evaluation process.