Accessible to Account Admin, Admin, HR Partner, Limited HR Partner, and Recruiter
- Do you want to reject any candidate with less than N number of years of experience?
- Do want to inform candidates once they move from Stage B to Stage C in your hiring process?
- Do you want to send an assessment test to all candidates if they are moved to the ‘online test’ stage?
You might be spending a lot of time doing manual, repetitive actions like these for all your candidates.
Freshteam’s Autopilot workflow builder allows you to set up automated workflows for your repetitive hiring processes.
TABLE OF CONTENTS
Creating an autopilot workflow
You can set up Autopilot workflows at a job-specific level. Here’s how you can access Autopilot in Freshteam:
- Go to Recruitment > 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, you will find Manage Autopilot Workflows under the Hiring Workflow section.
4. You can choose from our sample templates or create a new Autopilot workflow by clicking on the Create new automation option on the top-right side of the screen.
5. Name the Autopilot workflow by entering the name at the top left part of the screen.
6. To set up an Autopilot workflow you need to define three pieces of information - Events, Conditions, and Actions
Here is the complete set of Events, Conditions, and Actions that you can choose from, in any combination possible, and create Autopilot workflows to eliminate your repetitive tasks
7. Click on the Save button at the top right to create your Autopilot workflow.
Warning: If you use a particular source/source category in automation and you delete that source/source category, any automation containing conditions/events specifying the particular source/source category will not be executed.
Most common use cases solved using Autopilot workflows
‘Autopilot workflows’ are one of the most powerful and widely used features of Freshteam. Here are detailed articles of some of the most common automation use-cases that are solved using Autopilot workflows:
- Automatically rejecting candidates based on specific criteria.
- Automatically sending an assessment test to candidates who move to a specific stage in the hiring process.
- Automatically notifying candidates as they move to different stages in the hiring process.