Tip #4: All you need to know about blueprints in Orchestly!
One major feature of Orchestly is our flowchart builder, Blueprint. Blueprint allows you to define and automate the complete workflow of your organization. It requires a simple, one-time set up. Let us explore the different aspects involved while setting up a HR recruitment workflow using blueprint.
Set your stages
Stages are the steps involved in your process. Begin your blueprint by defining all the stages in your recruitment workflow.
Your actions are the transitions
Once the stages are decided, connect them together with transitions. Transitions are the actions performed to move a job from one stage to the next.
Commonly accessible transitions
Most workflows carry one or more transitions that can be performed from any stage of the process. Such transitions are called common transitions in Orchestly. In the recruitment process, a candidate can be rejected even at the first stage if the resume does not qualify.
Configure actions before, during, and after the transition
Before a transition is performed, choose the users who can perform the transition and set criteria to filter jobs that can pass through the transition.
Here, the transition is restricted only to the assignee and his manager. Also, the jobs with high priority will only pass through the transition.
While a transition is being performed (during), new fields can be added, existing fields can be modified, or widgets can be added.
Here, during the transition, the HR can finalize the interview date and time.
After the transition, you can trigger an email, update field values, trigger webhooks and custom functions.
Here, the candidate will be notified the date and time of interview via email.
Automate your transitions!
You can also configure transitions to be executed automatically by setting a wait time or a condition. For example, we can configure the workflow to 'Re-consider' a rejected resume only after a certain period. Automated transitions can also be used to setup SLAs. Learn more.
Does your organization follow a similar process? Opt for Orchestly today and digitalize your workflows to unleash a whole new automation perspective. If you have any questions or suggestions, leave a comment below or email us at support@orchestly.com .
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Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templatesQntrl's 2023 year in review
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With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all businessOnboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric
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