Each stage of the recruitment process built in your Workstream account comes with its own automation rule, which can be found under the Automation rules tab.

To set up the automation rules, follow these steps:

STEP 1: Log in to your Workstream account then go to Positions.

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-dotted line located in the last column.

STEP 5: Select Edit Position.

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.

NOTE: You can either use just one rule or multiple automation rules per stage.

Related Article

Editing the email and SMS automated messages


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

Did this answer your question?