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๐ŸŽฅ Automated Stage Actions
๐ŸŽฅ Automated Stage Actions
Jerome Estrada avatar
Written by Jerome Estrada
Updated over a week ago

Many people are cutting out repetitive administration through hiring automation.

Here's how it is currently helping our customers;

  • Saving invaluable administration time by removing manual processes

  • Allowing an improved consistency of communication with your candidates

  • Easily involving hiring managers by automatically requesting an evaluation from them after an interview stage

Here's Pearl showing you how.

When setting up an Automated Action, use the steps in the video, or see below.

  • Go to Edit Pipeline

  • Select the pipeline stage you wish to add a rule to by clicking the pencil icon

  • Add a rule (can add more than one) - Choose options such as; send email, add note, send questionnaire etc

  • Click save. You will know this has worked as a lightning bolt symbol will appear in your pipeline view

  • Now, when you move candidates from one stage to another, whichever rules you have selected will all automatically be triggered in the background, saving you important administration time

Need help? Get in touch

If you need more help in setting up automated stage actions in your pipeline stages, just get in touch with us and weโ€™ll be happy to help.

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