To set up automated emails and auto-reject rules in Screenloop, head to your Job.
Hit Edit Job and go to Job Workflow.
Select your Job Worfkflow from the drop-down box.
Go to Job Workflow Triggers.
Toggle to ON if you want to automatically send candidates emails and/or reject them based on certain criteria.
Auto-sending an email📧
To auto-send an email, select Send Email.
You can choose your Email Template from the email template drop-down. Admin users can create their own email templates in Organisation.
Select the Candidate Status that you want the email to go out at.
All candidate statuses = a candidate will receive this email template when they are at Active, Hired and Rejected.
Active = once a candidate is "active" on the ATS.
Hired = once you moved a candidate to "Hired" on the ATS.
Rejected = once you moved a candidate to "Rejected" on the ATS.
Select the Stage at which you want this email template to go out.
the stages will reflect the pipeline you have selected.
Choose the number of delay days you want. If you choose 2, the email template will go out 2 days after the conditions of the trigger are met.
E.g. if you want all candidates who apply to get the "application review" template on the same day they applied, you would select email template = application review, status = active, if candidate stage = applied, delay days = 0.
Setting up an auto-rejection🚫
Toggle Does this job include triggers? to Yes.
For trigger 1, select auto-reject.
Select the appropriate Application form field.
Choose the answer that will trigger the auto-reject.
Please note that auto-rejecting does not send out an email to the candidate. You can set up emails for rejected candidates by using the auto-email feature as outlined in the previous point.
To save the job, hit Save and Close. (You can publish at a later date by editing the job).
To publish the job hit Save and Publish.
That's Auto-triggers!
If you have any questions or need any support getting these set up, please email support@screenloop.com or your CSM.