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Scheduled Actions

Scheduled Actions allow users to automate workflows by triggering actions (e.g., emails, status updates, or task assignments) at a specified time or based on defined conditions, helping streamline recruiting and reduce manual work.

What Are Scheduled Actions?

Scheduled Actions are automated workflows that run at a predetermined time within the system. These actions help ensure consistent follow-ups, timely communication, and operational efficiency.

Types of Actions Available

  • Email automation: Send emails to candidates

  • Stage updates: Move candidates through the pipeline automatically

How to Schedule Candidate Advancement

  1. From the Candidate Profile, click the Advance button. 
    Screenshot 2026-04-20 at 17.25.39
  2. 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. Before submitting, click the arrow dropdown next to the Confirm button. Select a time from the dropdown or customize the schedule by clicking "Pick date & time".
    Screenshot 2026-04-20 at 17.25.55
  4. Done! The candidate will be advanced at the scheduled time. 

How to Schedule an Availability Request from a Candidate

  1. From the Candidate Profile, navigate to the Interviews tab, then click the Request Availability button.
    Screenshot 2026-04-20 at 17.28.21
  2. Select the interviewers, add suggested times for the interview and fill in the email content to be sent. 
  3. Before submitting, click the arrow dropdown next to the Submit button. Select a time from the dropdown or customize the schedule by clicking "Pick date & time".
    Screenshot 2026-04-20 at 17.29.05
  4. Done! The Availability Request will be sent to the recipients at the scheduled time.

How to Schedule Interviews for a Future Date 

  1. From the Candidate Profile, click Schedule Interview option from the ellipsis (...) menu.
    Screenshot 2026-04-20 at 17.33.21
  2. Whether you're schedule an interview manually or sending a scheduling link to a candidate, fill in the interview details and click Next. 
  3. Before submitting, click the dropdown next to the Send / Schedule button. Select a time from the dropdown or customize the schedule by clicking "Pick date & time".
    Screenshot 2026-04-20 at 17.29.05
  4. Done! The Scheduled Interview will be sent to the recipients at the scheduled time.

How to Schedule Send Emails

  1. From the Candidate Profile, click the Send Email option from the ellipsis (...) menu. 
    Screenshot 2026-04-20 at 17.37.50
  2. Fill in the email content.
  3. Before sending, click the arrow dropdown next to the Send button. Select a time from the dropdown or customize the schedule by clicking "Pick date & time". 
    Screenshot 2026-04-20 at 17.38.04
  4. Done! The email will be sent to the recipients at the scheduled time.