Hiring involves many repetitive steps that add up quickly, from sending reminders and follow-up emails to moving candidates through the pipeline.

Workflow automations take care of these routine steps automatically ✨
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Workflow automations do more than just trigger actions when you move a candidate from one stage to the next. They can also start based on specific job events or team activity.

This flexibility allows you to automate a broader range of tasks, saving you even more time in your hiring process.

Workflow automations work on a simple logic: When this happens, then do this.

Every workflow has three parts: triggers, actions, and conditions.

Workflow automations can save your team hours of manual work. They also help improve the candidate experience, reduce bottlenecks, and keep teams aligned.

Here are some examples of how you can use them.
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There are three different ways to set up automations in Tellent Recruitee, depending on what you want to achieve:

These automations are triggered when a candidate enters a specific pipeline stage.

They’re ideal for planning actions tied to a specific moment in the hiring process (e.g., when someone applies or enters an interview stage).

You can set them up in three places:

These automations are linked to a single trigger: when a candidate is disqualified.

They’re ideal for automating communication or actions based on the disqualify reason. By using the condition Candidate is in stage, you can customize your messages based on the pipeline stage and ensure your communication is relevant and specific.

To set them up, go to Settings > Workflow > Disqualify reasons. You can also use these automations when setting up Knockout questions in a job application form.

This is our newest addition. Workflow automations work at the job level and are not limited to a single stage.

They’re ideal for triggering actions based on events that can happen at any time during the hiring process. They cover many different scenarios and enable you to create complete workflows from start to finish.

To set them up, go to the Workflow tab in the job editor and click New automation.

You can choose to create automation from scratch or use a pre-made template. These templates are designed to help you quickly set up automations for common hiring scenarios.

When creating an automation from scratch, you will first choose a trigger — the event that starts it, such as Candidate is moved or Job openings are filled.

You can now add one or more actions — the tasks that should follow, such as Add a note or Change job status.

If needed, you can add conditions to make the automation more specific.

You can monitor automation activity from the Activity tab of a job or on a candidate’s profile. This helps you quickly see if an automation has been triggered and what actions it performed.

You can also see which automations are active for each stage in the pipeline directly or from the Workflow tab of the job editor. From here, you can manage your automations by editing or deleting them.