Triggers 🪄

What are Triggers and how can you use them?

Triggers are a fantastic feature that will automate parts of your recruiting process ✨ 

You can add specific triggers on a stage in your recruiting process, and when a candidate is moved to that stage, the trigger will be activated. This way you'll be able to set up your triggers one time, and then let everything happen automatically. Set up your recruiting process just the way you want it, and lean back and let Teamtailor do the work.
 
Triggers


What can you do with Triggers?

We currently have 9 triggers available with the sole purpose of making your life easier. You find them listed here: 

Send message

Send a Message to all the candidates that are moved to that specific stage in the recruiting process. For example, if you have a stage called "Send test", with Triggers you'll be able to make sure that the test is sent when you move the candidate to that stage. 

Add note

Add a Note to the candidates on a stage. You can also mention your colleagues on the note. For example "@Anna, what do you think about this candidate?" This way you'll make sure to involve the right people at the right time. 

Tag candidate

Add a Tag to the candidate that made it to that specific stage. For example, add the tag "Qualified for 2nd interview" when the candidate is on that stage, so it is easier to filter out those candidates later on.

Share candidate

Share the candidate with an external party. This makes it easy to share a candidate when he or she gets to a specific stage. Maybe you want a manager to look at the resume, but only after you have made sure that he or she is qualified? 

Smart move

Add a Smart move to automate the recruitment process even more. Based on the questions you ask the candidate in the application form, you can set to which stage those who answered a certain way should be moved. This way, Teamtailor will move the candidate for you.  Read more about Smart move here

Smart schedule 

Automatically invite candidates to an interview with our Smart schedule. The candidate gets to pick a suitable date in a booking form containing the available dates of the attendees. Read more about the calendar feature here

To-do list

With a To-do list, you add a checklist on the candidate's card. Maybe you want a reminder to follow up 3 days after an interview.

Send NPS survey

Send out an NPS survey to the candidate, to follow up on the candidate's experience. Read more about our NPS feature here!

Trigger NPS

Additional options

When adding a Trigger, you have some extra options. You can access these settings by clicking the + Additional options.
Additional options


Delay trigger

The selected event is triggered immediately when the candidate is moved to the stage. However, you can also add a delay for the trigger. This means the action will wait for the set amount of time. 

Don't run trigger on sourced candidates

If you don’t want the automated events to be triggered for any sourced candidates, you simply check the box saying Don't run trigger on sourced candidates. This goes for any candidates that have been manually added to the processes (the ones with the tag sourced), and also includes externally sourced candidates (so the candidates added by your external recruiters, with the tag Sourced externally). 

Active or Rejected stages

You can set up triggers on Active or Rejected stages. The difference here is simply if the automated action happens when the candidate is still active in the process or when you've rejected them.

To add a trigger to a Rejected stage, you just start by changing the filter to Rejected as indicated in the screenshot here:
Rejected triggers


So, a trigger for active candidates works in the ongoing process when working with the candidates, while a trigger for rejected candidates is activated when you reject the candidate. 

We hope you'll love this feature as much as we do! Like always – let us know if you have any questions or feedback 👋  
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