You can get started quickly with ready-made automation templates based on common hiring workflows in the Pinpoint Automation Template Library. In this article, we will look at how to add an automation to reject candidates based on an answer to a question.
Please note - users will need to be assigned the "Create & Manage Automations" permission to access automation templates
How do I add an Automation Template?
Note: some templates are only available on the Advanced Automations plan.
Template Library
Navigate to the template library, and click "View Template" on the automation you would like to use.
Use Template
Check the template to see a preview and check if it will work as you expect. Then click on the "Use This Template" button.
Finish Configuring
Go through each step, and click the "Finish Configuring" button to customize the template to your needs.
Add Delays
Don't forget to add delays to automated emails to help the process feel more natural for candidates. In this example, I'll delay the rejection email to send on the next business day.
Review and Publish
Click Review and Publish in the top-right corner to check that your automation is set up correctly. When you’re ready, click Publish Automation to make it live.
Your automation is now active and will run automatically based on the triggers and conditions you’ve configured. If you would like to build an automation from scratch, check out this article to learn more.
Looking for automation inspiration? Read our article with 27 automation ideas to help you get started.