Automate Your Hiring Process

Updated 2 months ago by Maddie Gilbert

With the Criteria platform, you can automatically notify coworkers, share score reports, schedule tests, and email candidates.

  1. On the Jobs page, click on the job title for the job you want to add automation for.
  2. Click the Settings wheel to edit the job setup.
  3. Once you're there, click on the "Edit" button for "Pipeline and Automation".
  4. Then click on the plus icon to add an action to a stage.
  5. There are the four actions that you can add in automation:
    1. Automatically Notify Coworkers
    2. Automatically Email Reports to Coworkers
    3. Automatically Schedule a Candidate for Testing
    4. Automatically Email Candidates
Automatically Notify Coworkers
  1. Click on the plus icon and select "Stage Notification" on the pop-up
  2. Select the users you wish to notify from the dropdown.
  3. Click to save your changes.
Automatically Email Reports to Coworkers
  1. Click on the plus icon and select "Email Reports" on the pop-up.
  2. Select the users you wish to notify and select the documents you wish to send.
  3. Click to save your changes.
Automatically Schedule a Candidate for Testing
  1. Click on the plus icon and select "Testing" on the pop-up.
  2. 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.
    1. The email template set for the job is the one that will be selected by default. You can change this if required.
  3. Click to save your changes.
Automatically Email Candidates
  1. Click on the plus icon and select "Email Candidate" on the pop-up.
  2. Select the email template that you want to use, and the timing for emailing the candidate.
  1. Click to save your changes.

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