Follow these steps to understand better how to use automation in Journeyfront to increase efficiency of your hiring plan.
1. Sign in at https://app.journeyfront.com/login
2. Click on the “Job reqs” tab at the top of the page
3. Choose the desired job req you want to edit
4. Once you open the job req, click the “Setup” tab on the top right of the page and then click on "Screening Plan"
5. When the screening plan opens, press on the blue “+ Add Automation” button on the top right side of the page
6. You will then need to scroll to the bottom of the screening plan to see the automation that was added. Name the automation.
7. The first step is to identify a "Trigger Event" that causes the automation to run.
8. Once you have selected a trigger event another drop down may or may not appear, depending on the event selected. For example, if you select "Candidate Completes Activity" you'll be prompted to select which activity you want to trigger this automation.
9. The next step is to add any "Conditions" to be considered for the automation to launch. Click the blue "+ Add Condition".
For example, you can indicate that the candidate needs to score a certain score or higher for Overall Score, Predictive Model Score, Activity Score or Attribute Score. In this example the condition is the candidate needs to score a 3.5 or higher on the Screening Questions activity in order for the automation to kick in.
10. The next step is to define the 'Action' to take place if the trigger and conditions are met. Click "+ Add Action" and select the appropriate action. In this example, let's select "Change candidate step to".
11. In this example we'll select "Language Assessment" as the step we want to placed the candidate next.
12. Click the blue "Save" button to save all the elements of the automation.
13. Reviewing the screen shot above, we can see that this automation will be triggered once the candidate completes the activity of 'Screening Questions'. In addition to the trigger, we only want to advance candidates to the 'Language Assessment' step if the candidate scores a 3.5 or higher on the 'Screening Questions' activity. If the candidate scores lower than that, they will not be advanced to the next step in the screening plan process.
14. Once all of the previous steps have been completed, you can choose to enable the automation in the top left of the automation section. Don't forget to 'Save' the automation.
12. After saving the automation you'll notice that it shows up at the bottom of the screening plan. You can move the automation within the screening plan, but note that this is just for visual and organization purposes. Where you place the automation within the screening plan doesn't affect how or when its trigger - that's what the prior conditions and triggers are for!