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Establishing your hiring process
Configuring the automation for sms or email reminder
Configuring the automation for sms or email reminder

Add and automate your reminders for a seamless hiring experience.

Janina avatar
Written by Janina
Updated over a week ago

To automate your reminders, follow the steps below:

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

STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the drop-down arrow next to the brand name and 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.

STEP 6: Go to Stages.

STEP 7: Select the stage where you want to configure the reminder. Then go to Automation.

STEP 8: Scroll down and look for When an applicant has been in this stage too long without submitting the form.... Click the field next to the word After to set up your reminder time limits.

STEP 9: Select the number of days or hours you would like the applicant to be reminded of, then choose Save.

STEP 10: Turn on the automation reminder by toggling on the SMS and email icon.

STEP 11: Select Edit message.

STEP 12: Go to the Automated email template or Automated SMS template to customize your message.

STEP 13: Select Save email or SMS template once done.

NOTE: The SMS is usually sent using shortcode 31063. If you wish to leave a contact number that applicants can reply back to, simply select hr_phone_number from the list of predefined merge tags.

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