You can configure your hiring workflows inside Freshteam, using Autopilot. For example, if you want to automatically reject any candidate based on a answer to a specific application form question, you can. Or if you want to automatically move some candidates to the talent pool based on their source category, you can.


Autopilot can be set up at a job specific level. Here’s how you can access Autopilot in Freshteam:



  • Go to Recruit>Jobs and click on the job for which you’d like to build workflows
  • Click on the “View job details” page. Scroll to the end of the page - the section in the lower right corner contains ‘Autopilot’ aka workflow automations.
  • You can choose from our sample templates or create a new automation.


Setting up an automation


Autopilot’s workflows can be broken down into three sections - Events, Conditions and Actions.


When an event happens, Freshteam will check for certain conditions and execute the specified action based on your rule.


So, you have to tell Freshteam when to act, what criteria, and what to do.  

The complete list of events:


  • A candidate is added to a job
  • A candidate is moved to a new stage
  • A candidate is rejected from a job
  • A candidate is archived to talent pool


The conditions you can specify:

  • Custom application form questions
  • Candidate email address
  • Source
  • Source category
  • Referred by
  • Stage name
  • Tag
  • Rejected reason is
  • Associated job role is
  • Candidate is present in another job


The actions you can specify:


  • Update stage
  • Advance stage
  • Reject candidate
  • Archive candidate
  • Add tags
  • Update source
  • Update source category
  • Send email
  • Add comment
  • Create task
  • Send test
  • Trigger webhook


You can put together any combination of events, conditions, and actions from the above list.


How to create a new Autopilot workflow


  • Go to Recruit>Jobs and click on the job for which you’d like to build automations
  • Click on the “View job details” page. Scroll to the end of the page - the section in the lower right corner contains ‘Autopilot’ aka workflow automations.
  • Click on ‘Autopilot’
  • Click on ‘Create new automation’
  • Enter a name and description for the automation
  • Select a event from the options present - a candidate is added to a job, rejected etc. You can only choose one trigger per rule.
  • Choose which conditions have to be met for the rule to be triggered
  • Specify whether all of the conditions have to be present for the action to be performed, or if just one is sufficient. You can delete a condition by clicking on the - icon.
  • Select an action from the dropdown, and choose its specifics.


Notes:


1) If you use a particular source/source category in an automation and you delete that source/source category, any automations containing conditions/events specifying the particular source/source category will not be executed