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: Opportunity stage changed for the following use cases.
- Inform sourced candidates of hiring freeze
- Scheduling request for onsite interviews
- Notify Hiring Managers when engineers pass Codility tests
- Alert coordinators of expedited hiring process for part-time/seasonal roles
See below for instructions on how to configure your automation workflows.
Inform sourced candidates of hiring freeze
How to configure:
- Trigger: Opportunity stage change
- Condition: Opportunity > has stage > the value is one of these > Responded
- Action: Auto-archive
- Archive Reason: Position Closed
- Send rejection email to the candidate
- Send email after: Tomorrow
- With a COVID-19 email template
Scheduling request for onsite interviews
How to configure:
- Trigger: Opportunity Stage Change
- Condition: Opportunity > has stage > is one of these > On-site Interview
- Optional conditions based on locations or job postings for different coordinators
- Action: Send Email
- To: Coordinator
- Subject: Scheduling request for {{candidate full name}}
- Body: Please schedule {{candidate full name}} for an on-site interview ASAP!
- Delay: Tomorrow
Notify Hiring Managers when engineers pass Codility tests
How to Configure:
- Trigger: Opportunity Stage Change
- Condition:
- Opportunity > has tag > if the value is one of these > “codility - pass”
- Job posting > hiring manager is > one of these > {Name of Hiring Manager}
- Action: Send Email
- To: Hiring Manager
- Subject: {{candidate full name}} passed their Codility assessment!
- Body: {{candidate full name}} scored 90% or better on their Codility assessment. {{opportunity owner name}} will be moving them forward in the process.
- Delay: Tomorrow
Alert coordinators of expedited hiring process for part-time/seasonal roles
How to configure:
- Trigger: Opportunity Stage Change
- Condition:
- Opportunity > has stage > if the value is all of these >HM Screen, Onsite, etc.
- Job posting >Work type is > if the value is one of these > Part-time/Seasonal
- Action: Send Email
- To: Coordinator
- Subject: Advance {{candidate full name}} to Offer or Archive
- Body: This role has an expedited hiring schedule. Please advance {{candidate full name}} to an OFFER or ARCHIVE stage.
- Delay: Tomorrow