How to create pack automations.
Once you have created your pack, the next step is to set up when and who you would like to be notified at the various stages of this packs journey.
1. The first step is to head over to the Automations tab. Once you're in there you will see a number of different steps, from Manager to Candidate. These are the general members of any pack but, you can add in more specific tiles if you wish (via the Plus icon).
To begin setting up an automation, click on the automation button on the tile you wish to edit.
2. You will then be brought to the below page where you can set up your first automation. Select the New Automation button and get started!
3. Next you will need to set up the triggers for this automation and the actions of the triggers. First up though is the Automation name, feel free to customise this to something straight forward that others will understand.
Next is the Trigger Actions When option. The two options are Pack Completed & Pack Sent. Pack completed would be once the candidate/employee has completed all stapes of the pack, the user will be notified & Pack Sent would mean the user is sent a notification as soon as the pack is sent to the candidate/employee.
Finally we need to choose what will happen when the above action is triggered. The two options we have is either SMS or Email.
For the purpose of this training documentation we will be using the Email guide however the SMS set up is very similar (you will just need to select the phone number you wish the text message to come from)
4. Finally you will just need to include the email (or text message) you wish to go out to the user.
You can add in things like candidate name, position, etc. (via field tags) and this will auto fill the information depending on the candidate.
You can also include documentation within the email. This is useful if you would like to send the candidate a copy of their singed contract.
