Automating the closing process in your hiring workflow can enhance efficiency. This article will guide you through creating a workflow automation enabling your company to manage job organization more effectively while also creating a personal experience.
Creating a new automation
To set up a new workflow automation in Pinpoint, you will need to access the 'Manage Automations' section.
Please note - users will need to be assigned the "Create & Manage Automations" permission to access automation templates.
Follow these steps to create and configure the automation:
Navigate to Manage Automations
In your platform, go to "Manage Automations" under Automations in the left-hand navigation bar and click "+ New Template" on the top right hand side of your screen.
Select the base automation activity
Since this is going to check on the number of applications on a job, this will be an Application-based automation. Click on 'Automation' and then on 'Application is created'
Rename the Automation
Once the draft is created, rename the automation to reflect the action the automation is meant to take.
Configure Condition
Click on "add condition" to add the condition of the number of candidates you want reached in a role before it closes. In my example, I'll be using 200 applicants. Be sure to name your condition and select the condition target.
The target for this condition will be 'Jobs' as you're checking the job application count.
Ensure you've select an operator and added a number count for your desired automation. I've set mine to "equals 200". Once done, click 'Save'.
Configure the Action
Complete the "action" condition by clicking on "add condition" and set the action to "update job status" to "closed". Be sure to name your action.
You can set a delay for the action or set immediately but I'll be doing so immediately to expedite my process. Lastly, click 'Save'.
Once your rejection automation is configured and published, it will streamline your job management process. 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.
Is there a way to create an automation that triggers when a certain number of candidates reach a stage in the hiring workflow?
No, at the moment it's just a certain number of candidates are reached in a job but not a stage within a job.