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Stage actions: automating the process

What gets sent automatically, when and to whom — and how to delay it.

Written by Maciej Michalewski

A stage action sends a message by itself when a candidate arrives at a stage or is rejected. You configure it on a stage in the recruitment process. Automatic emails from Settings work independently of stage actions.

Project stages — actions are configured on each one

Project stages — actions are configured on each one

When an action fires

You choose one of two moments:

  • Candidate position change: when a candidate arrives at this stage, the most common case,

  • After candidate rejection: the rejection message.

You add an action in the project settings, on the "RECRUITMENT PROCESS" tab. Click the pencil next to a stage, click "Add action" in the "Edit stage" window and choose "Send message" in the first "Action type" field. The moment of sending is set in the second "Action type" field.

Send message action in the Edit stage window with the Action type list open

What it can do

An action sends a message — email, SMS, or both. For each you set the subject, body, recipients and attachments.

The recipient does not have to be the candidate. You can send a message to people with access to the stage — that is how you build a notification telling a hiring manager someone is waiting for their opinion. There is also an explicit option not to send to the candidate.

Email and SMS channels with the Send to people with access to the stage and Do not send to the candidate options

Delay

Every action can carry a delay in days, hours or minutes. Useful when a rejection sent a second after the rejection itself looks too mechanical.

Delay sending selected with the Days, Hours and Minutes fields

You always see a preview

When you move a candidate, the system shows a dialog with the messages about to go out. You can edit, delay or delete them — only then is anything sent.

Confirmation of actions executions window with an editable message and the remove action icon

Actions versus stage templates

Global stage templates only let you configure message sending. Additional action types, such as commissioning a test, are configured directly in a project.

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