> ## 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.

# Screening - Configuring Evaluator Reminder Automation Rules

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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</div>

### 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.

### 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:

* **Evaluation not completed**

This trigger ensures the automation is evaluated when an assigned evaluator has not completed the screening evaluation.

### 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.

### 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.

### Step 7: Activate the Automation

Review the trigger, conditions, 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 Screening step.

This confirms that the reminder rule is active and will run based on the configured time intervals.

<Note>
  By enabling this automation, recruiters can ensure timely evaluation completion, reduce manual follow-ups, and maintain consistent screening turnaround times.
</Note>

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