Rule Structure
Every automation rule requires:- 1 Trigger (unique per rule - when something happens)
- 1+ Conditions (filters that must be met)
- 1+ Actions (what happens automatically)
Screening Step
| # | Trigger | Conditions | Actions | Use Case |
|---|---|---|---|---|
| 1 | Candidate added to screening step | Evaluator not assigned | Auto-assign evaluator | Ensure every candidate gets an evaluator immediately |
| 2 | Candidate added to screening step | Evaluation not completed + Time delay: 24/48/72 hours | Remind evaluator via email | Nudge evaluators who haven’t completed screening evaluations |
| 3 | Candidate enters screening step | Assessment must be available in workflow | Auto-move to assessment step | Fast-track candidates to assessment without manual intervention |
Assessment Step
| # | Trigger | Conditions | Actions | Use Case |
|---|---|---|---|---|
| 1 | Candidate assessment completed | Time from completion: 24/48/72 hours | Remind evaluator via email | Nudge evaluators to review completed assessments |
| 2 | Assessment invite sent (candidate reminder) | No response after selected invite time: 24/48/72 hours | Remind candidate via email | Nudge candidates who haven’t started assessment |
| 3 | Assessment invite sent (evaluator assignment) | Evaluator not assigned | Auto-assign evaluator | Ensure evaluator is ready to review post-completion |
| 4 | Assessment invite sent (unresponsive candidate) | Assessment not completed + Time delay: 3/5/7 days | Update status to ‘Turned Down’ | Auto-reject candidates who don’t complete assessment |
Interview Step
Post-Interview Evaluation| # | Trigger | Conditions | Actions | Use Case |
|---|---|---|---|---|
| 1 | Evaluation not completed | Time since interview ended: 6/24/48/72 hours | Remind evaluator via email | Nudge interviewers to submit post-interview evaluations |
| # | Trigger | Conditions | Actions | Use Case |
|---|---|---|---|---|
| 1 | Pre-interview reminder - Interviewer | Interview status: Scheduled And RSVP status: No response/Propose new time/Tentative And Time before start: 24h or 1h | Remind evaluator via email | Notify interviewer of upcoming interview |
| 2 | Pre-interview reminder - Candidate | Interview status: Scheduled And RSVP status: No response/Propose new time/Tentative And Time before start: 24h or 1h | Remind candidate via email | Notify candidate of upcoming interview |
| # | Trigger | Conditions | Actions | Use Case |
|---|---|---|---|---|
| 1 | Interviewer joins the interview | Interview status is In Progress And Candidate RSVP Status: Propose New Time, Declined, Accepted, Tentative, No Response And Candidate has Not Joined | Remind candidate via Email / Remind candidate via SMS | Remind candidate to join when interviewer is already in the interview |
| 2 | Candidate joins the interview | Interview status is In Progress And Interviewer RSVP Status: Propose New Time, Declined, Accepted, Tentative, No Response And Interviewer has Not Joined | Remind evaluator via Email / Remind evaluator via SMS | Remind interviewer to join when candidate is already in the interview |
| 3 | Interview with no participant | Interview status is Scheduled And Time since interview started: 5/10 mins | Send escalation to organiser | Alert when no one joins scheduled interview |
| # | Trigger | Conditions | Actions | Use Case |
|---|---|---|---|---|
| 1 | Interview ended - Notify organiser | Only 1 participant attended | Notify organiser via email | Alert when interview completes with 1 attendee only |
| 2 | Interview ended - Notify organiser | Candidate + at least 1 interviewer attended | Notify organiser via email | Confirm successful interview completion |
| 3 | Interview ended - Notify organiser | Both no-show | Notify organiser via email | Alert when neither party attends |
| 4 | Interview ended - Notify interviewer | Candidate status: Attended/No show | Notify interviewer via email | Inform interviewer of candidate attendance |
| 5 | Interview ended - Notify interviewer | Interviewer status: Attended/No show | Notify interviewer via email | Confirm interviewer’s own attendance |
Rule Management
Available across all steps (Screening, Assessment, Interview):- Edit: Modify trigger, conditions, or actions
- Disable: Pause rule without deleting
- Delete: Permanently remove rule
Upcoming Automations
Not yet available in production:- Registration form triggers: Auto-move on form submission
- Resume fitment-based routing: Auto-move based on Strong/Potential/Low Fit scores
- Evaluation recommendation sync: Auto-update candidate status based on Select/Hold/Turn Down recommendations