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COMMUNICATIONS
Pre-plan candidate communications so emails, interview requests, and status updates go out automatically at the time you choose.
4 scheduling workflows
Overview
What Are Scheduled Actions?
Scheduled Actions are automated workflows that run at a predetermined time within the system, helping ensure consistent follow-ups, timely communication, and operational efficiency.
Email automation: Send emails to candidates.
Stage updates: Move candidates through the pipeline automatically.
Candidate Advancement
1
Step 1
Open the Advance Action
From the Candidate Profile, select Advance.
2
Step 2
Choose the Next Stage
Select the stage you want to move the candidate to and update their application status.
You can also choose to send a scheduling link to the candidate.
3
Step 3
Schedule the Update
Before submitting, select the arrow dropdown next to the Confirm button.
Select a time from the dropdown, or customize the schedule by selecting Pick date & time.
4
Step 4
Advancement Runs Automatically
The candidate advances at the scheduled time.
Availability Requests
1
Step 1
Open the Request Availability Action
From the Candidate Profile, go to the Interviews tab, then select Request Availability.
2
Step 2
Add Interview Details
Select the interviewers, add suggested times for the interview, and fill in the email content to send.
3
Step 3
Schedule the Send
Before submitting, select the arrow dropdown next to the Submit button.
Select a time from the dropdown, or customize the schedule by selecting Pick date & time.
4
Step 4
Request Sends Automatically
The availability request sends to the recipients at the scheduled time.
Future Interviews
1
Step 1
Open Schedule Interview
From the Candidate Profile, select Schedule Interview from the ellipsis (...) menu.
2
Step 2
Enter the Interview Details
Whether you're scheduling manually or sending a scheduling link to the candidate, fill in the interview details and select Next.
3
Step 3
Schedule the Send
Before submitting, select the dropdown next to the Send / Schedule button.
Select a time from the dropdown, or customize the schedule by selecting Pick date & time.
4
Step 4
Interview Sends Automatically
The scheduled interview sends to the recipients at the scheduled time.
Scheduled Emails
1
Step 1
Open Send Email
From the Candidate Profile, select Send Email from the ellipsis (...) menu.
2
Step 2
Write the Email
Fill in the email content.
3
Step 3
Schedule the Send
Before sending, select the arrow dropdown next to the Send button.
Select a time from the dropdown, or customize the schedule by selecting Pick date & time.
✓
Final Step
Email Sends Automatically
The email sends to the recipients at the scheduled time.
That's it! Scheduled Actions keep your pipeline moving and candidates informed, even when you're not at your desk. Reach out to your CSM any time you need a hand.