> ## 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 - Setting up Auto-Assignment of Evaluators

This article explains how recruiters and master recruiters can create an automation rule in the **Screening step** to automatically assign evaluators to candidates when they enter the screening stage within a workflow.

It provides a 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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### 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**

This ensures the automation is initiated as soon as a candidate reaches the Screening step.

### Step 5: Configure Condition (Check If)

Under **Conditions (Check If)**, select:

* **Evaluator not assigned**

This condition ensures the automation runs only for candidates who do not already have an evaluator assigned.

### Step 6: Configure Action (Do This)

Under **Actions (Do this)**, select:

* **Auto-assign evaluator**

From the evaluator dropdown, choose one or more evaluator(s) who should be automatically assigned to eligible candidates.

> 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.

<Note>
  By using this automation, recruiters can eliminate manual evaluator assignment in the Screening step, ensuring faster and more consistent candidate processing.
</Note>

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