Available for | User roles | Super Admins |
Packages | Select Lever packages |
We've compiled a few examples of automation workflows to help get you started. To learn more, please refer to this article.
Navigate to top bar navigation More > Automation. Configure the Trigger: Application form submitted for the following use cases.
- Identify top candidates
- Identify top candidate based on specific HM priorities
- Tag applicants located in specific time zones for regional/field sales opportunities
- Identify applicants who have previously worked for your company
Identify top candidates
How to configure:
- Trigger: Application form submitted
- Condition:
- Application Template > Custom Question 1 > [Preferred Response]
- e.g. How many years experience do you have?
- Application Template > Custom Question 2 > [Preferred Response]
- e.g. What is your highest level of education?
- Action: Tag > Top Talent
Identify top candidates based on specific HM priorities
How to configure:
- Trigger: Application form submitted
- Condition:
- Job Posting > Hiring Manager > Select 1 or many
- Application Template > Custom Question 1 > [Preferred Response]
- e.g. How many years experience do you have?
- Application Template > Custom Question 2 > [Preferred Response]
- e.g. What is your highest level of education?
- Action: Tag > TopTalent - [HM Name]
Tag applicants located in specific time zones for regional/field sales opportunities
How to configure:
- Trigger: Application form submitted
- Condition:
- Job Posting > is > one of these > Field Sales, Account Executive, etc.
- Application Template > Custom Question > Time zone [multiple options]
- Action: Add Tag > {Name of Time Zone}
Identify applicants who have previously worked for your company
How to configure:
- Trigger: Application Form Submitted
- Condition: Application Form Template > Have you worked for us before? > if the value is > Yes
- Action: Add tag > Rehire