Recruitment automations

Recruitment runs no scheduled job and no automation rule. What it does by itself happens when someone saves an application or a position, or when an e-mail reaches the address of a position. Its options are explained in Recruitment settings.

E-mail templates

Recruitment: Application Acknowledgement

• When: an application enters a stage that carries this template, New as installed: an application typed in, received by e-mail or created from a talent.
• What it does: tells the applicant that the application was received, with a Job Description button, the recruiter as contact and the address of the job. The e-mail also shows in the chatter.
• How to stop it: clear the Email Template of the New stage: Customize stages and refuse reasons.

Recruitment: Interest

• When: only once you put it on a stage; no stage carries it as installed.
• What it does: tells the applicant that the résumé was reviewed and short-listed for a call or an interview, and names the recruiter who will make contact.
• How to stop it: clear it from the stage.

Recruitment: Refuse

• When: an application is refused with Does not fit the job requirements, Job already fulfilled, Duplicate or Spam, and Send Email stays on.
• What it does: tells the applicant that the application was not selected and that the résumé is kept for future openings.
• How to stop it: switch off Send Email in the refuse dialog, or clear the template of the reason.

Recruitment: Not interested anymore

• When: an application is refused with one of the two reasons that start with Refused by applicant, and Send Email stays on.
• What it does: thanks the applicant for the interest and the time.
• How to stop it: as for the refusal e-mail above.

Notices and changes made on save

• An interviewer is added to an application: he receives a notification that he has been assigned, unless he added himself, and gets the Interviewer access right if he has no right on Recruitment. The right is removed once he is named nowhere.
• An applicant reaches a hired stage: the Hire Date is set and the Target of the position drops by one; leaving that stage reverses both.
• An applicant changes stage: the state goes back to In Progress and the move is logged in the chatter.
• A position is archived: its applications are archived with it.
• The recruiter of a position changes: its ongoing applications move to the new recruiter.
• An employee is created from an application: the chatter of the application notes it.

Incoming e-mails

An e-mail sent to the address of a position creates an application in its first stage, with the sender's name and address. When it comes from an address listed under Job Boards, the name is read from the text and no contact is set.

Actions started by hand

• Send Email, in the Actions menu of the list or the pipeline once applications are selected, writes one e-mail to each of them and creates the applicant's contact when needed.
• Load sample data is offered to officers on the job positions screen while no position exists, and loads an example recruitment.

The periodic digest e-mail of the platform also gains a New Employees figure, the employees created over the period, sent only to recruitment officers.