> ## Documentation Index
> Fetch the complete documentation index at: https://docs.talview.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assessment - Configuring Candidate Reminder Automation Rules

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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  <iframe src="https://demo.arcade.software/XPTYyEyAcylmOOdko18J?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true" title="Automation - Send Auto-Reminder Emails to Candidates" frameBorder="0" loading="lazy" webkitAllowFullScreen mozAllowFullScreen allowFullScreen allow="clipboard-write" style={{ position:"absolute",top:0,left:0,width:"100%",height:"100%",colorScheme:"light" }} />
</div>

### 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.

### 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:

* **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.

### 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.

### 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.

### Step 7: Activate the Automation

Review the trigger, condition, and action to ensure all details are correctly configured.

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 reminder rule is active and will run based on the configured time interval.

<Note>
  By enabling this automation, recruiters can improve assessment completion rates, reduce manual follow-ups, and ensure a smoother candidate experience.
</Note>

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