Automations & Documents

• Automated emails sent to candidates
• Document requirement of each stage
  

These rules run in the background when candidates move through stages.

• Send automatic emails at specific stages
• Define required documents for candidates
• Standardize communication and document collection

Do not use this for one-time or manual actions.

• Go to Recruitment
• Click Pipeline Process
• Select a pipeline
• Open any stage
• You will see options for:
• Configure Automated Email
• Manage Documents (available in specific stages like document verification)

Sends emails automatically when a candidate enters a stage.

• Click Configure Automated Email
• Turn on Auto-stage Emails

When enabled:
Candidates receive an email every time they enter that stage.

• Interview invites
• Stage updates
• Offer communication

• Sensitive communication
• One-off candidate messages

• Wrong message will be sent to every candidate
• Duplicate or unclear emails create confusion
• Too many emails reduce response rate

Always review the message before enabling automation.

Defines what documents candidates must submit at a stage.

• Click Manage Documents

A configuration window opens.

• Passport
• Driver's License
• Citizenship
• National ID
• PAN Card
• Degree Certificate
• Transcript
• Training Certificates
• Recommendation Letter

• Mandatory
• Optional
• Hidden

This controls what candidates must submit

• Click Add More Document
• Enter document name
• Set requirement
• Click Save

• Too many mandatory documents slow down candidates
• Missing required documents creates compliance risk
• Irrelevant documents reduce completion rate

Only ask for what is needed at that stage.

• Automated email can be triggered
• Required documents can be enforced

• Consistent communication
• Structured data collection