Assessment - Configuring Evaluator Reminder Automation Rules

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This article explains how recruiters and master recruiters can create an automation rule in the Assessment step of a workflow to remind evaluators to complete evaluations after a candidate has completed an assessment. It provides a clear 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 Automation Step

From the main menu, navigate to the Workflows section. Select the workflow where you want to configure the evaluation 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.

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Step 2: Open Workflow Automation Panel

In the Automation 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:

• Candidate assessment completed

This trigger ensures the automation is evaluated once a candidate finishes their assessment.

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Step 5: Configure Conditions (Check If)

Under Conditions (Check If), configure the following conditions:

1. Select the first condition:
   • Evaluation not completed
2. Click Add condition to include an additional rule:
   • Time from assessment completion

From the dropdown, choose one of the following intervals based on when you want the evaluation reminder to be sent:

• 24 hours
• 48 hours
• 72 hours

These conditions ensure reminders are sent only when evaluations remain incomplete after the selected time interval from assessment completion.

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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 accuracy. 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 Automation step. This confirms that the reminder rule is active and will execute based on the configured time intervals.

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