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Workflow Tools platform allows recruiters to configure automation rules at the assessment step level within a workflow. Using these rules, evaluators can be automatically assigned to candidates when specific conditions are met. A common use case is auto-assigning evaluators as soon as a candidate is tagged to an assessment step, ensuring no candidate remains unassigned and evaluations start without delay. Each automation rule consists of:
  • Trigger – When the rule should run
  • Condition(s) – Criteria that must be met
  • Action(s) – What should happen when the trigger and conditions are satisfied
This article provides a step-by-step guide to automatically assign evaluators to candidates as soon as they are added to an assessment step, reducing manual effort and ensuring timely evaluations.

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Step-by-step Guide

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Step 1: Access the Workflow

  • Navigate to the Workflows section from the main menu.
  • Open the workflow where you want to configure the assessment automation.

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Step 2: Navigate to the Assessment Step

  • Click on the relevant Assessment step within the workflow.
  • In the assessment step view, locate and click on the Automation icon next to the Filters option to get started.

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Step 3: Create a New Automation Rule

  • Click Create New to add a new rule.
  • You will be prompted to configure the trigger, conditions, and actions.

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Step 4: Configure the Trigger

  • In the Trigger section, select: Assessment invite sent
This ensures the rule runs when a candidate is added to the assessment step and the assessment invite is sent.

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Step 5: Configure the Condition

  • In the Condition section, select: Evaluator not assigned
This ensures the rule applies only to candidates who do not already have an evaluator assigned.

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Step 6: Configure the Action

  • In the Action section, select: Auto-assign evaluator
  • Search for and add one or more evaluator(s) from the list.
  • These evaluators will be automatically assigned when the rule is triggered.

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Step 7: Activate the Rule

  • Review the rule configuration.
  • Click Activate to enable the rule.
Once activated, the rule is applied only to this assessment step within the selected workflow.

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Step 8: Viewing Created Automations

  • Once the automation is created and activated, it will appear under the Current Automations section in the automation side panel.
  • Recruiters can view, manage, or deactivate existing rules from this section at any time.

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How the Auto-Assign Rule Works

  • A candidate is added to the assessment step.
  • The assessment invite is sent.
  • If no evaluator is already assigned, the rule triggers automatically.
  • The configured evaluator(s) are assigned to the candidate without any manual intervention.