On this page, you can find several examples of workflows and email templates that are commonly used for HR processes. Remember to visit our article Creation of Workflows and Email templates for learning how to set them up.

For these examples, we will first create the email templates and, afterward, we will build the workflows in which they will be used.

TABLE OF CONTENTS

• Automatic notification to the Hiring Manager and/or a Hiring Team member when a new application has been received
• Automatic notification to the Hiring Manager and/or a Hiring Team member when a candidate has sent a new email
• Automatic rejection of a candidate if he/she is not suitable for the position
• Automatic notification for being mentioned in recruiting

Automatic notification to the Hiring Manager and/or a Hiring Team member when a new application has been received

Email template overview

First, set up the details of your email template:

Email template name: Notification of a new application

Subject: There is a new application for the position {!position.jobTitle} 

Body: 

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose Recruiting
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Candidate position
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this (make sure to add all the filters from the table above):

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Automatic notification to the Hiring Manager and/or a Hiring Team member when a candidate has sent a new email

Email template overview

First, set up the details of your email template:

Email template name: Notification of email from new application

Subject: There is a new email from the candidate {!candidate.firstName} {!candidate.lastName} 

Body: 

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose Recruiting
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Candidate position
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this (make sure to add all the filters from the table above):

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Automatic rejection of a candidate if he/she is not suitable for the position

Email template overview

First, set up the details of your email template:

Email template name: Automatic rejection of applicants

Subject: Feedback on your application at *Insert company name here*

Body: 

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose Recruiting
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Candidate position
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this:

Note: To choose a Value for the Filter Pipeline stage, you must have created different hiring stages and hiring pipelines. If you still have not done so, click here to learn how to manage your Job openings.

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Automatic notification for being mentioned in recruiting

Email template overview

First, set up the details of your email template:

Email template name: Notification for being mentioned

Subject: You were mentioned in a Candidate profile

Body: 

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose Recruiting
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Candidate position
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this:

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.