Recruitment autopilot workflow is a feature where you can now automate certain default actions that you perform on various candidates within the system.
You can define various workflows based on triggers, and candidate filters, to perform certain automated actions in the system.
Navigation link: https://app.ismartrecruit.com/manageAutoPilot
Step 1: Access the Autopilot workflow feature in your Admin section.
Step 2: Add new autopilot workflow
Step 3: Add Workflow name.
Step 4: Add a trigger when you wish to initiate the autopilot process, from the below situations.
Step 5: Add filters to categorise candidates after the trigger is initiated. The below filters can be used
*Note: On choosing a particular filter, further confirmation will be taken for a specific filter name. For example, if you choose filters like candidate source, a specific source name will be requested and if you choose Status name, a specific status name will be required to be chosen from your list of candidate statuses.
Step 6: Based on the above trigger and filters, you can then choose the action that you wish to perform for the candidates.
Choice of Actions:
*Note: On choosing a particular action, further confirmation will be taken for the specifics of the chosen actions. For example, if you choose to send the email you will be requested to configure the email contact which will get sent to the candidates.
Step 7: Click on Save to run the autopilot.
Use the Pencil icon to edit the workflow details and the X icon to delete the workflow if not required anymore.