Automated actions let you streamline your hiring workflow by reducing manual and repetitive tasks. You can set up actions to trigger automatically when a candidate is disqualified. This helps you save time, stay organized, and focus on higher-value tasks.
How to use automated actions
You can create automated actions to:
Send an email: Choose who sends and receives the email and optionally schedule it to be sent at a specific date and time. E.g. send a candidate an automated email invitation for the next step in the interview process.
Add a note: Leave a note on the candidate profile. E.g., to keep other team members in the loop on next steps in the process.
Add a task: Add a task for a team member or yourself and set its due date in relative time (e.g. in 3 days) or on a specific date. E.g. a reminder to call a candidate with feedback on their previous interview round.
Add tags: Organize candidates by adding tags to their profiles. Organizing candidates can be beneficial for reporting, but also to make filtering easier in your talent pools or candidate overview.
Add followers: Keep team members updated by adding them as followers to a candidate. With most notification settings, this will ensure they are notified of changes on the candidate profile
Assign to: Assign candidates to jobs or talent pools. This is especially useful to keep your talent pools up to date in a scalable way or for processes that span across multiple jobs in Recruitee. E.g. a preselection pipeline and an extensive training process after.
Please note that your role needs the “Manage automated action” permission to be able to add or edit automated actions for disqualify reasons. Similarly, if a team member's hiring role does not have access to a feature (e.g. emails), but this team member moves or disqualifies a candidate with an associated automated action, the action will NOT be triggered.
How to set up automated actions for disqualify reasons
⚠️ Automated actions for disqualify reasons are company wide and can't be set up differently for each job.
The actions will automatically happen when a candidate is disqualified using a specific reason.
To assign automated actions to disqualify reasons follow these steps:
1. Go to Settings > Workflow > Disqualify Reasons
2. Click the pencil icon on the disqualify reason to which you would like to assign an automated action.
3. Next, click Add action and select the action you would like to add.
4. It is possible to add multiple actions to a disqualify reason. Click on Add another if you want to add more or click Save if you are done adding actions.
Pausing and Canceling Automated Actions
When an automated action is triggered by a pipeline move or disqualification, you’ll see a notification about it. If you want to stop it, just click Pause or Cancel.
Similarly, if a candidate gets moved back into a stage they were previously in (e.g. if a disqualified candidate gets moved back to an interview stage), a pop-up will ask you whether you would like the automated action associated with this stage to happen again or not.