Steps to Set Up an Automation
From the sidebar, click on Settings
Under General, click on Automations
Click on Create Rule
Enter a name for your automation
Under Conditions, click on Add Condition
Select the condition you want to apply to the automation
Click on Select to choose the sub-condition
When the Hiring Stage field appears automatically:
Select the hiring stage you want the automation to apply to
Under Actions, click on Add Action
Select the action you want the automation to complete
Select the corresponding action option
In front of Schedule Details, click on Edit Schedule
Click on the toggle to enable scheduling
Configure the schedule timing:
Select the Initial Delay
Enter the number and select the delay type. Example: days, hours, weeks, or months
Select the Run Frequency
Example: per hour, daily, weekly, or monthly
Select the Maximum Runs
This determines how many times the automation can run
Review the schedule summary
Click Save
After saving, locate the automation in the automations dashboard, it will appear under the corresponding hiring stage
View and Manage Automations
To change the dashboard view, click on the view selector next to the search bar and locate the view you want to use
Select one of the following views:
Table View → Displays all automations in a table format
Pipeline View → Displays automations grouped by Hiring Stage
Lead
Application
Qualification
Onboarding
Below the hiring stages, you can also review automations grouped by outcome. Outcomes represent the final status category where automations are organized.
Hired
Not Interested
Disqualified
Terminated
Click on a specific outcome to review the automations associated with it
To filter the automations view:
Click on Filters
Select the filters you want to apply
Example: filter by Status or Action Type
Now you can create, schedule, filter, and manage automations to streamline your recruiting and hiring workflows!
Have Questions or Need help?
Click the question mark in the top right corner of your Double Nickel dashboard to contact our team, or email [email protected] for assistance.