Automating the rejection process in your application workflow can enhance efficiency and ensure compliance with legal requirements. This article will guide you through creating a rejection automation using templates, enabling your company to manage candidate applications more effectively while also creating a personal experience.
How do I Create a Rejection Automation using Templates?
To set up a rejection automation in Pinpoint, you will need to access the template library and utilize the provided automation template specifically designed for rejecting applications based on responses. Follow these steps to create and configure the automation:
Please note - users will need to be assigned the "Create & Manage Automations" permission to access automation templates.
Navigate to Template Library
In your platform, go to "Template Library" under Automations in the left-hand navigation bar and click "view template" on "Reject applications based on application responses."Use the Template
Click "Use this template" to create a new draft Workflow automation.
Rename the Automation
Once the draft is created, rename the automation to reflect the Question and Action the automation will take.
Finish Configuring Conditions
Click on "finish configuring" in the Condition field (1) and Select property (2), then choose "answer to question" (3).
Select the Question
You will be prompted to select which question you want this automation to work with.Please note, only templated questions with Multi-Choice or Yes/No answers can be selected for workflow automations.
Set the Trigger Answer
Decide which answer will trigger the automation to execute.
Configure the Action
Complete the "action" condition by clicking on "finish configuring," and set the action to "reject applications."Select Email Template
Choose the email template you want to be sent to rejected candidates.
Once your rejection automation is configured and activated, it will streamline your application process, ensuring prompt responses to candidates based on their application responses. Be sure to check regularly to ensure that your automations are running smoothly and adjust as necessary.
FAQs and Troubleshooting
What should I do if the automation isn’t working?
If your automation isn't functioning as expected, check the configuration settings to ensure all conditions and actions are correctly set, and the automation is activated. Review the selected questions and triggers for any discrepancies.
Can I customize the rejection email template?
Yes, you can customize the rejection email template to better reflect your company's messaging and tone to the candidates.
What kind of questions can trigger the automation?
Only templated questions with Multi-Choice or Yes/No answers can be used to trigger the workflow automations.