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Description
In a Job Order, the assigned Referral Workflow provides users with the ability to refer Candidates and move them through stages that correspond to a defined recruitment process. From stages users can also perform various manual actions like view the Candidate record, send Emails / SMS, add stage comments etc.
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Icon colours will indicate the status of the event, Black for queued, Amber where some items have been dispatched (when you open the record, the system may be in the process of creating and dispatching items where large volumes have been triggered), Green where all items have been dispatched.
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What if I apply a Candidate to the same Stage twice? Stage Automation event items will dispatch once for each Referral Candidate. For example, if a user has moved a Referral Candidate to a stage where automation items have been executed, then at a later time returns the same Referral Candidate back to the same stage, the system checks to see if automation items have been sent, and if they have, the event will not be triggered a second time. Where a user needs to re-send communications, the normal manual Right Mouse Click Email / SMS actions would need to be utilised. |
Benefits
This enhancement will save users time, and ensure consistency in communication.
Configuration
Automation events are configured and managed in Maintenance > Referral Workflow.
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