The Automation tab within your Workstream account provides distinct automated functionalities for each phase of the recruitment process integrated into the system.

To configure the automation for each stage of your hiring process, follow the steps below:

STEP 1: Log in to your Workstream account then go to the Positions tab.
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STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the arrow down button next to the brand name to select a location.

STEP 4: Select a position then click the three dots located in the last column.

STEP 5: Select Edit Position. You can also click the position name to go to the Edit job summary page.
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​STEP 6: On the progress panel, select Stages.

STEP 7: Select a stage to access its Automation tab.

STEP 8: Turn on the desired automation rule.

STEP 9: Save the rule once you are done setting up the conditions.

Editing the email and SMS automated messages

​Want to talk to our Support team? Look for the Intercom icon at the bottom right of your dashboard and click on New conversation, or email help@workstream.is.