Kanban Automations

Hi, Recruiter! It’s great to have you here! In this post, we will show you how to configure Kanban automations.

First of all, this is Kanban:

Kanban comprises all the steps of your selection process. To find out how to customize your Kanban just click here.

What are the buttons to add automation within Kanban phases?

You can configure your Kanban so that whenever you move a candidate to a new step, an action is automatically taken: a message to the candidate, to the evaluators, or to an external email address, or simply a note of the time a candidate has spent in a particular step.

When you move a candidate into a phase that includes automation, the automation you’ve set up will be carried out.

To create the automated functions, go to "Settings" --> "Hiring Workflow", choose the flow you want to automate and then click on "Add automation":

After doing this, the following screen will open:

1. Flag if no action has been taken on a candidate: You can configure the platform to notify you when a candidate has been stalled in a phase for a long time. For example, if you set this deadline to 2 days, the candidate will have a red border after that amount of time has passed, as in the example below: Candidate Chadwick has been stuck in a particular phase for more than two days:

2. Send an external email: When moving a candidate to a new stage, an email can be sent to someone who is not registered as a user on the platform. For example, when moving a candidate to the "Contracted" phase, you want the person responsible for the Personnel Department to receive an email:

3. Send a message to the candidate: This is one of Plooral's most amazing features. You can send automatic messages to your candidates at all stages of the process, keeping them informed of the progress of the selection. This is a feature that keeps the candidate engaged and contributes immensely to their satisfaction. Here is an example of how to use this feature:

Tip: Use Dynamic Tags to customize your message. They will ensure that each message contains the candidate's name.

4. Send a message to the recruitment team: This automation ensures that when progressing a candidate to the next stage, a message is sent to all evaluators of that position, warning them that there is a new candidate for evaluation, for example.

Still having difficulties structuring your recruiting process? Just get in touch with our CS team, and we'll help you out!💙