To automate your reminders, take the steps below.

STEP 1: From your Workstream dashboard, 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: Go to Stages.

STEP 7: Select the concerned stage 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: Choose Edit message.

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

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

NOTE: The SMS are usually being sent using short code 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.

Sending a reminder to an applicant manually

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

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