Workflow automation enhancements
WHAT'S INCLUDED
This release introduces several enhancements to Workflow Automation.
'Does not equal' and 'Equals' condition operators: Workflow conditions now support "does not equal' and 'Equals' operators. You can exclude a single value, such as a stage, without having to list every other value you want to include.
Time-based triggers: Workflows can now run relative to a date rather than only in response to an event. Use them to trigger a workflow after a waiting period (such as when a candidate has remained in a stage for a set length of time) or in advance of a date (such as before a position's posting expires). Time-based triggers are available for position workflows only, not for community, event, or demand workflows.
Position published triggers: Workflows can now run automatically when a position is published internally, or published externally on Career Site.
"When a candidate is saved to another pipeline" trigger: Automatically run a workflow when a recruiter saves a candidate to another position's pipeline, such as sending an email inviting the candidate to apply.
System address for Request Feedback emails: The Request Feedback action can now send emails from a system address instead of the workflow creator's address. A custom sender name and address can also be configured.
Cancel pending feedback requests: Automatically cancel outstanding feedback requests when a position is filled or cancelled, stopping unnecessary reminders to interviewers and hiring managers.
Event registration question conditions: event workflows can now use candidates' registration answers as conditions for automated actions, such as sending targeted emails or adding candidates to a specific event. Supports radio and dropdown question types.
WHY IT MATTERS
Automatically follow up on stalled candidates, pending feedback, and expiring job postings.
Build more flexible workflows with fewer conditions and less manual maintenance.
Engage event registrants with relevant follow-ups based on their registration answers.
FEATURE DETAILS
Who can access | Admins and recruiters with access to the Automation Center. |
Feature type | Default On (Non-deferrable) |
Requirements | Workflow Automation must be enabled. Events must also be enabled for event registration question conditions. |
GETTING STARTED
Admins: Open a workflow in the Automation Center and choose one of the new triggers, or add Does not equal to a condition, as described in Workflow Automation Triggers. Before enabling Send email from the system address, contact Eightfold Support to configure the sender address and ensure it is authorized to send emails from your domain. For setup, see Additional Workflow Automation enhancements.
