Automate Your Hiring Process
With the Criteria platform, you can automatically notify coworkers, share score reports, schedule tests, and email candidates.
- On the Jobs page, click on the job title for the job you want to add automation for.
- Click the Settings wheel to edit the job setup.
- Once you're there, click on the "Edit" button for "Pipeline and Automation".
- Then click on the plus icon to add an action to a stage.
- There are the four actions that you can add in automation:
- Automatically Notify Coworkers
- Automatically Email Reports to Coworkers
- Automatically Schedule a Candidate for Testing
- Automatically Email Candidates
Automatically Notify Coworkers
- Click on the plus icon and select "Stage Notification" on the pop-up
- Select the users you wish to notify from the dropdown.
- Click to save your changes.
Automatically Email Reports to Coworkers
- Click on the plus icon and select "Email Reports" on the pop-up.
- Select the users you wish to notify and select the documents you wish to send.
- Click to save your changes.
Automatically Schedule a Candidate for Testing
- Click on the plus icon and select "Testing" on the pop-up.
- Select the tests that you want the candidate to take, the email template that you want to use, and the timing for emailing the candidate.
- The email template set for the job is the one that will be selected by default. You can change this if required.
- The email template set for the job is the one that will be selected by default. You can change this if required.
- Click to save your changes.
Automatically Email Candidates
- Click on the plus icon and select "Email Candidate" on the pop-up.
- Select the email template that you want to use, and the timing for emailing the candidate.

- Click to save your changes.