With auto-advance, your organization can set up application rules so that, based on an applicant's answer to a question, they will be automatically advanced to a specified stage in your Interview Plan.
In this article:
Create custom job post question
Before creating an auto-advance application rule, your organization needs to create a custom job post question with a response that will auto-advance the applicant. The directions that follow detail how to add a custom question to an existing job post.
Click Jobs from the navigation bar and select a job from the subsequent list.
From the Job Dashboard, click Job Setup and then select Job Posts on the left.
From the Job Posts page, click the Edit icon beside the name of the job post. Navigate to the subsequent page to the Custom Application Questions section. Click Add Custom Question.
Input your question in the appropriate field and choose either Yes/No, Single Select, or Multi Select from the Answer type field. Fill in response choices in the Options field if appropriate. When you have finished, click Add.
When you have returned to the Edit Your Job Post page, scroll to the bottom and click Preview. Review your job post from the Preview screen and click Save. Your custom job post question is now saved.
Create auto-advance application rule
With the custom job post question created, you can now assign an auto-advance application rule to a response. From the Job Posts page, click # rules or Manage Rules under the Application Rules column.
From the Rules page, you can edit, delete, and add new rules. To edit an existing rule, click the Edit icon . To remove an existing rule, click the Delete icon . To create a new application rule, click Add a Rule.
From the Add a Rule dialog box, select your job post question and the candidate response that should trigger the application rule.
Check the box next to Auto-Advance, then use the Advance to: dropdown to select which stage candidates should be moved to if their response triggers the application rule.
You can also auto-tag candidates at the same time an auto-advance rule is applied by checking the box next to Tag and following the prompts to assign a candidate tag. Click here to learn more about auto-tag.
Click Save when finished.
Candidates who respond to the question with any of the defined answers will now be auto-advanced to the appropriate stage, and any relevant candidate notifications, stage change notifications, or web hooks your team has configured will be triggered.
To learn more about application rules, please review the articles linked below: