Step-by-step Guide
Step 1: Access the Workflow and Relevant Step
From the main menu, navigate to the Workflows section. Select the workflow where the automation rule exists. Open the workflow step (for example, Screening or Assessment) where the automation was created.Note: Automation rules are managed at the workflow-step level.
Step 2: Open Workflow Automation Panel
In the selected step, locate the Automation icon placed beside the Filters option. Click on the Automation icon to open the automation side panel.Step 3: Locate the Automation Rule
In the side panel, scroll to the Current Automations section. Identify the automation rule you want to delete. Each automation is displayed as a card with its trigger, conditions, and action summary.Step 4: Delete the Automation Rule
On the respective automation card, click the three-dot menu. Select Delete from the available options.Step 5: Confirm Deletion
A confirmation prompt will appear. Click Confirm again to confirm the action. Once confirmed, the automation rule will be permanently removed from the selected workflow step.Step 6: Verify Automation Removal
After deletion, the automation will no longer appear under the Current Automations section. This confirms that the rule has been successfully removed and will no longer execute for candidates in this step.By deleting unused or outdated automation rules, recruiters can keep workflows clean, accurate, and aligned with current hiring requirements.