In Brief: This automation handles the review and rating of applicants and creates tasks for scheduling interview. It also handles preliminary on-boarding of new hires. NOTE: LEADs are created as part of this process to hold applicant information in mapped custom fields 2 Forms (updated for SA2.5), one External Job Application for customer website with both English and Spanish, and one Internal for processing applications.
Employee Automation Documents to Edit:
- Job Interview Documents
- Search JA-IR
- Job Applicant Onboarding
- Search JA-OB
- Job Application - Not Interviewing (optional) or Not Hiring
- Search JA-NI (Not interviewing, optional email)
- Search JA-NH (Not Hiring)
- Send New Employee CORE Values and/or Training Videos/Documents
- Search AS-CV
- Employer/Interviewer Tasks/To-Dos:
- Search JA-AR (Action Required)
- Job Applicant Reminders (interview reminders text/email):
- Search JA-IR
- Job Applicant Thank you for Filling out Application
- Search JA-TY
Employee Automation Forms to Edit: Got to Marketing Tab --> Forms --> Classic Forms (not V3)
- Job Application (English/Spanish or English options)
- Internal - Master Form (Job Applicant Processing)
Employee Automation Workflow:
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