Creating and Maintaining Automations

Overview

This article contains information regarding creating and maintaining automations.

Steps to Create Automations

1. Click on Configuration.
   
2. Click on Automation.
   
3. When you are in Automation Manager, you can determine the type of automation you want to create.
   
   
   • You can create automations for one, two or all three of these options.

To Create Category Pre-Hire Automations:

1. In the General Workflow Items field, select items to be sent to applicants regardless of category.
   
   
   • You do not have to assign General Workflow Items. This step is optional.
2. In the Category field, select which job category this automation will affect.
   
3. In the Workflow Item field, select which Workflow Item(s) you want to require for this job category.
   

To Create Location Pre-Hire Automations:

1. In the Location A branch of the Company, which can be customized with a logo and brand colors field, select which of your locations this automation will affect.
   
2. In the Workflow Item field, select which Workflow Item(s) you want to require for this location.
   

To Create Event Actions Automations:

1. In the Event field, select which event action(s) you would like to trigger an automation.
   
2. In the Actions field, select which action(s) you would like to be taken, based on the selected event.
   

Steps to Maintain Automations

1. Click on Configuration.
   
2. Click on Automation.
   
3. When you are in Automation Manager, you can determine the type of automation you want to update.
   
4. Select the automation to update, and click the X if you would like to remove an item.
   
5. While still in the automation, you can click in the fields to add additional options.