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This article explains how recruiters and master recruiters can create an automation rule in the Screening step to send reminder emails to evaluators when an evaluation is not completed within a defined time period. It provides a step-by-step guide on configuring triggers, multiple conditions, and actions using Workflow Automation.

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Step-by-step Guide

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Step 1: Access the Workflow and Screening Step

From the main menu, navigate to the Workflows section. Select the workflow where you want to configure evaluator reminder automation. Open the Screening 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 Screening 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:
  • Evaluation not completed
This trigger ensures the automation is evaluated when an assigned evaluator has not completed the screening evaluation.

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Step 5: Configure Conditions (Check If)

Under Conditions (Check If), configure the following conditions:
  1. Select the first condition:
    • Evaluation status is Pending
  2. Click Add condition to include an additional rule:
    • Time since evaluator added
From the dropdown, choose one of the following intervals based on when you want the reminder to be sent:
  • 24 hours
  • 48 hours
  • 72 hours
These conditions together ensure reminders are sent only when evaluations remain pending beyond the selected time threshold.

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Step 6: Configure Action (Do This)

Under Actions (Do this), select:
  • Remind evaluator via Email
This action automatically sends an email reminder to the assigned evaluator to complete the pending evaluation.

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Step 7: Activate the Automation

Review the trigger, conditions, 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 Screening step. This confirms that the reminder rule is active and will run based on the configured time intervals.
By enabling this automation, recruiters can ensure timely evaluation completion, reduce manual follow-ups, and maintain consistent screening turnaround times.