Step-by-step Guide
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 auto-assignment. Open the Screening 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 Screening 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:- Candidate enters screening step – Evaluator Assignment
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: You can select multiple evaluators to distribute assignments evenly.
Step 7: Activate the Automation
Review the configured trigger, condition, and action to ensure accuracy. Click Activate to enable the automation.Step 8: Verify Automation Creation
Once activated, the newly created automation will appear under the Current Automations section within the Screening step. This confirms that the rule is active and will execute for candidates entering this step.By using this automation, recruiters can eliminate manual evaluator assignment in the Screening step, ensuring faster and more consistent candidate processing.