You can fasten your recruitment process by adding automated actions and tasks to your recruitment pipeline. While you are moving candidates across different stages of the recruitment pipeline, Jobsoid can automatically send an email or assign a task to your hiring team using this smart feature.

How to add Automated Actions to a Pipeline Stage

Jobsoid sends out emails and text messages to your candidates automatically. These actions are triggered as soon as any candidate is moved to the particular pipeline stage.

These emails are typically used to send out Autoresponders or to notify a candidate the progress in the recruitment process.

Send an Automated Email

1. Go to the Email Template drop-down. By default, the drop-down will show you ‘Do not send Email’ option

2. The email templates belonging to the Workflow template type (the default ones and the custom templates designed by you) will be shown to you upon clicking on the drop-down

3. Select the appropriate email template

Send an Automated Text / SMS message

1. Go to the Text (SMS) Template drop-down. You will see ‘Do not send Text’ option by default

2. Upon clicking on the drop-down, you will see all the SMS templates of the Workflow template type

3. Select the appropriate SMS template

For example: Suppose if you add ‘Status Change’ email template to the Interview stage of your recruitment pipeline. Any candidate reaching the Interview stage will receive an email notifying him of the change in the pipeline stage. You can also customize these emails the way you want. Similarly, you can also send a text message to your candidates to ensure that they do not miss out on your emails.

How to add Automated Tasks to a Pipeline Stage

Jobsoid can assign tasks to your team members automatically on your behalf. You need to add tasks to the particular stage of recruitment pipeline. Also, you do not have to follow up with your team regarding tasks as reminders are automatically sent to the concerned team member when the task is due for completion.

Add an Automated Tasks to a Pipeline Stage

1. Click on Select Task dropdown. This will give you a drop-down having a list of all the tasks present on your Jobsoid account. Refer Creating New Tasks on Jobsoid to know about task creation

2. Select the desired task from the drop-down and click on Add button

3. You can add multiple tasks to a pipeline stage at a time

4. To delete a task, click on Delete icon beside the task name

How to add tags on candidate profiles automatically?

Jobsoid can add tags on your candidates automatically on your behalf. You need to add tag(s) to a particular stage of recruitment pipeline and can accordingly sort out candidate profiles based on the tags.

Add Automated Tags to a Pipeline Stage

1. Click on Select Tag drop down. This will give you a list of all tags present in your Jobsoid account

2. Select the desired tags from the drop-down and click on Add button 

3. You can also create a new tag on the go. Click on (+) Create New Tags button. This will open Create Tag form. Write the name of the tag in the Name field and click on Save. The tag will be saved and shown to you on the tag list 

4. You can add multiple tags to a pipeline stage at a time. To delete a tag, click on Delete icon beside the task name.

How to assign Owner to candidate profile automatically?

Jobsoid can assign an owner to your candidates automatically as they move across various stages of your recruitment pipeline.

Assign Owner to a Pipeline Stage

1. Click on Select Owner drop-down. This will give you a list of all users present in your Jobsoid account

2. Select the desired user from the drop-down 

How to share questionnaires with Candidates automatically?

You can share textual questionnaires as well as video screening tests with your candidates by configuring Jobsoid accordingly. As soon as the candidate reaches the desired stage of recruitment pipeline, Jobsoid will automatically send out a questionnaire to your candidates on your behalf.

Add Questionnaire/Video Screening to a Pipeline Stage

1. Click on Select Questionnaire/Video Screening drop-down. This will give you a list of all questionnaires/video screenings that you have created in Jobsoid

2. Select the desired questionnaire/video screening from the drop-down 

Save the changes made to the stage by clicking on Save button.

Jobsoid also allows you to edit the pipeline stages to make changes as per your requirements. Click on the Edit icon to edit it.

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