Apploi offers Workflows to automate messages sent to candidates and status updates. These Workflows can be created at the Parent Team, a specific Child Team, or for a specific job.
If you're interested in creating a Workflow for your entire account or a specific Child Team, take a look at this Help Center article that will guide you through those steps.
Remember - the Workflows feature is only available to Super Admin users. If you are trying to create a workflow and don't see the option in your account, reach out to a Super Admin on your team who can assist!
Accessing Workflows
If you'd like to create a workflow for a specific job or jobs within a department, the process remains very similar.
Navigate to the Workflows set up screen by clicking the gear icon in the top right > then click on Candidate Workflows under Automation.
You will see a prompt to determine if you are creating a workflow for All Jobs in All Departments, a specific job, or for All Jobs in a specific department
Click the Job Title from the dropdown of the job you plan to create a new workflow for. For all jobs in a department, select the option of "All Jobs in X". From here, you can follow these steps to create your workflow.
When to Create a Job Specific Workflow
Job Specific Workflows come in handy when an automated process only relates to applicants for a specific role.
For example, at Chimney Point Skilled Nursing, all CNA candidates must complete an initial phone screen before being considered for a formal interview. No other positions & their candidates require this type of phone screen.
To support this, the Chimney Point team creates a job specific workflow, automatically texting and emailing a candidate 30 minutes after they apply, asking for the best time to schedule that initial phone screen.
The workflow set up looks like this:
You can see that the workflow specifically pertains to the CNA job, because it has been selected as the job in the dropdown.
Please note: If you have multiple jobs for a team that have the same title and are for different locations, you'll want to setup the workflow per requisition. To make it easier though, you can assign these jobs the same department from the Department list on the job edit form.
To learn more about how to create departments, click here.
If you have questions about when to create job specific workflows, reach out to your Customer Success Manager or via Chat Support in your Apploi account for further guidance!