You can streamline your processes by setting up automatic actions triggered by specific events in Hirex.
Save time, reduce manual efforts, and enhance candidate experience by automating routine tasks such as sending emails when a candidate moves to a different stage in the hiring pipeline.
How to Add an Automation
Follow these steps to set up your first automation:
Navigate to the Automations Page: Find and click the "Automations" tab in the job that you want to automate.
Create a New Automation: Look for a button labeled "Add a new automation". Click on this to start the process of setting up a new automation.
Configure Automation Settings:
Email Template: Select a template from the dropdown list.
Candidate Stage: Choose the stage, when reached by a candidate, will trigger the automation. For example, you might want this automation to activate when a candidate is moved to the "Interview" stage.
Save Your Automation: After configuring the settings, click "Save" button to save your automation.
How to Disable or Enable an Existing Automation
You can disable or enable your previously created automations anytime.
Locate the Enable/Disable Toggle: In your list of automations, look for a purple toggle switch associated with each automation.
Toggle to Adjust: Simply click on this switch to toggle the automation between enabled and disabled states. You'll notice the label next to the toggle will switch between "Enabled" and "Disabled" to reflect the current status. Note the small dot at the beginning of the automation box. It will turn green when the automation is active, providing a clear visual cue of its enabled state.
Automations are really powerful to enhance the efficiency of your recruitment process. By automating routine tasks, you can focus more on engaging with candidates and making strategic decisions.
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