---
title: Scheduled Actions
description: Pre-plan communication with candidates to allow for scheduled email sending, scheduling, and rejections.
---

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 SCALIS Knowledge Base

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1. [Hiring Shouldn't Suck!](https://help.scalis.ai/?hsLang=en)
2. [Candidate Management](https://help.scalis.ai/candidate-management?hsLang=en)
3. [Communications](https://help.scalis.ai/candidate-management?hsLang=en#communications)

# Scheduled Actions

COMMUNICATIONS

Pre-plan candidate communications so emails, interview requests, and status updates go out automatically at the time you choose.

4 scheduling workflows

In this guide

[Overview](https://help.scalis.ai/scheduled-actions#overview)

[Candidate Advancement](https://help.scalis.ai/scheduled-actions#candidate-advancement)

[Availability Requests](https://help.scalis.ai/scheduled-actions#availability-requests)

[Future Interviews](https://help.scalis.ai/scheduled-actions#future-interviews)

[Scheduled Emails](https://help.scalis.ai/scheduled-actions#scheduled-emails)

 

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**.

![Advance button on the Candidate Profile](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.25.39.png?width=670&height=447&name=Screenshot%202026-04-20%20at%2017.25.39.png)

 

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**.

![Schedule dropdown next to the Confirm button](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.25.55.png?width=670&height=428&name=Screenshot%202026-04-20%20at%2017.25.55.png)

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**.

![Request Availability button on the Interviews tab](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.28.21.png?width=670&height=373&name=Screenshot%202026-04-20%20at%2017.28.21.png)

 

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**.

![Schedule dropdown next to the Submit button](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.29.05.png?width=670&height=426&name=Screenshot%202026-04-20%20at%2017.29.05.png)

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.

![Schedule Interview option in the ellipsis menu](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.33.21.png?width=670&height=465&name=Screenshot%202026-04-20%20at%2017.33.21.png)

 

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**.

![Schedule dropdown next to the Send / Schedule button](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.29.05.png?width=670&height=426&name=Screenshot%202026-04-20%20at%2017.29.05.png)

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.

![Send Email option in the ellipsis menu](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.37.50.png?width=670&height=377&name=Screenshot%202026-04-20%20at%2017.37.50.png)

 

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**.

![Schedule dropdown next to the Send button](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-04-20%20at%2017.38.04.png?width=670&height=406&name=Screenshot%202026-04-20%20at%2017.38.04.png)

✓

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.

 

- [Getting started](https://help.scalis.ai/getting-started?hsLang=en#main-content)

    - [Account Setup](https://help.scalis.ai/getting-started?hsLang=en#account-setup)
    - [Super Admin Essentials](https://help.scalis.ai/getting-started?hsLang=en#super-admin-essentials)
- [Job Setup](https://help.scalis.ai/job-setup?hsLang=en#main-content)

    - [Opening a Job](https://help.scalis.ai/job-setup?hsLang=en#opening-a-job)
    - [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation)
    - [Dashboard Setup](https://help.scalis.ai/job-setup?hsLang=en#dashboard-setup)
- [Candidate Management](https://help.scalis.ai/candidate-management?hsLang=en#main-content)

    - [Overview](https://help.scalis.ai/candidate-management?hsLang=en#overview)
    - [Interview Scheduling](https://help.scalis.ai/candidate-management?hsLang=en#interview-scheduling)
    - [Communications](https://help.scalis.ai/candidate-management?hsLang=en#communications)
    - [Offer Management](https://help.scalis.ai/candidate-management?hsLang=en#offer-management)
- [Hiring Team Management](https://help.scalis.ai/hiring-team-management?hsLang=en#main-content)

    - [Talent Database](https://help.scalis.ai/hiring-team-management?hsLang=en#talent-database)
    - [Referrals](https://help.scalis.ai/hiring-team-management?hsLang=en#referrals)
    - [Tasks & Reminders](https://help.scalis.ai/hiring-team-management?hsLang=en#tasks-reminders)
    - [Candidate Reviews](https://help.scalis.ai/hiring-team-management?hsLang=en#candidate-reviews)
    - [Closing a Job](https://help.scalis.ai/hiring-team-management?hsLang=en#closing-a-job)
    - [Communication](https://help.scalis.ai/hiring-team-management?hsLang=en#communication)
- [Integrations](https://help.scalis.ai/integrations?hsLang=en#main-content)

    - [Job Boards](https://help.scalis.ai/integrations?hsLang=en#job-boards)
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- [Reporting & Analytics](https://help.scalis.ai/reporting-analytics?hsLang=en)
- [Knowledge](https://help.scalis.ai/knowledge?hsLang=en#main-content)

    - [Employment Training](https://help.scalis.ai/knowledge?hsLang=en#employment-training)
    - [Human Resources](https://help.scalis.ai/knowledge?hsLang=en#human-resources)
    - [New Features](https://help.scalis.ai/knowledge?hsLang=en#new-features)
    - [Job Boards](https://help.scalis.ai/knowledge?hsLang=en#job-boards)
    - [Agencies](https://help.scalis.ai/knowledge?hsLang=en#agencies)
- [FAQs](https://help.scalis.ai/faqs?hsLang=en)
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