Automating Workflows
Workflow management helps you automate your recruitment processes. You can automatically assign tasks to users based on the criteria defined in the rules and automatically update certain fields. Workflow automation consists of the following components:
- Workflow Rules: A set of rules that are executed when the specified conditions are met.
- Workflow Alerts: Automated email notifications that are sent when a workflow rule is triggered.
- Workflow Tasks: Tasks that are assigned to users when workflow rules are triggered.
- Workflow Field Updates: Automatic updates made to specified field values when workflow rules are triggered.
- Webhooks: Communicate with third-party applications by sending instant one-way web notifications every time a specified event occurs in Zoho Recruit.
- Tags: Automate the add/remove colored tags every time the workflow is triggered.
- Custom Functions: Develop a set of Deluge Scripts to receive responses from other applications and update Recruit modules when the workflow criteria are fulfilled.
Workflow rules only function if they are associated with Workflow Alerts, Workflow Tasks, and Workflow Field Updates. When a rule is triggered, the alerts, tasks and field updates associated with the rule will also be triggered. For example, to send email notifications, you will need to associate an alert with the rule. You can also associate workflow tasks with a rule to assign work to users.
Benefits
- Improves efficiency by eliminating the manual work of assigning tasks
- Reduces operating costs
- Improves business processes through standardized working methods
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