Complete Step 8: Automated Actions

Follow these steps to complete step 8: Automated Actions.

To complete step 8:

1. In the Default Process field, choose the default value from drop-down list if your organization wants to create a series of automated actions and apply those automated actions to all job seeker types.
2. Click next to the candidate type label that you want to customize.
3. In the When field, select the event that triggers the automated action.

   Additional drop-down list or multi-select fields will appear, depending on the event that you select.

   Event	Description
   Candidate Status Change	Select this to trigger automated actions when the Deltek Talent detects a change in the candidate’s status. If you select this event, an additional Select Status field appears, where you select the specific status that triggers the automated action. You must choose a value for this field. The options are: Applied Screened-out Phone Screen Declined Candidate Secondary Application Interview Offer Extended Offer Rejected by Approver Offer Accepted Offer Declined Hired Removed Self from Consideration Several scenarios that can occur based on the candidate status that you select. See Scenarios for “Action to Perform” for further detail.
   Job Seeker Screens Out	Select this to trigger automated actions when the job seeker screens out either due a poor rating on the screening questionnaire or for lack of qualifications.
   Job Seeker Screens In	Select this to trigger automated actions when the job seeker screens in due to having passed the screening questionnaire or for meeting the required qualifications.
   Action Pending Completion	Select this to trigger automated actions when Deltek Talent detects that the candidate has tasks or requirements that prevent the candidate from moving to the next step in the recruitment process. If you select this event, an additional Select an Event field appears, where you select the specific action that is pending completion. You must choose a value for this field. The options are: Incomplete Application Unclaimed Interview Offer Pending Onboarding Documents Pending Assessment Pending Background Check Pending

4. In the Action to Perform field, select the action in response to the event trigger.

   The options that appear in this drop-down list depend on the value that you selected in the When field. Additional drop-down list or multi-select fields will appear on your screen, depending on the action that you select.

   Event	Description
   Send Letter	Select this to automatically send a letter. If you select this action, the following additional fields appear: Letter to Send Recipients Timing See Scenarios for “Action to Perform” for further detail.
   Change Status	Select this to automatically change the candidate’s status. If you select this action, an additional What to do field appears, where you select the new Status for the candidate. You must choose a value for this field. The options are: Applied Screened-out Phone Screen Declined Candidate Secondary Application Interview Offer Extended Offer Rejected by Approver Offer Accepted Offer Declined Hired Removed Self from Consideration Several scenarios that can occur based on the status that you select. See Scenarios for “Action to Perform” for further detail.
   Redirect to URL	Select this to automatically redirect the applicant to a specific website. If you select this action, an additional What to do field appears. In the URL text box, enter the website address.

5. If applicable, click the Copy Current Actions to Selected Types button to copy the process options that you have just saved to another résumé type.
6. To tweak the status options that you have just copied, repeat Steps 1 to 4.
7. Click Save to save the workflow in its current state or Save as Draft to save the workflow in your Drafts section of the Workflows screen.

   The automated action is added to a table that shows you when the action should occur, what action is performed, and what will be the end result of the action.

8. To delete an automated action from the table, click .
9. Next to proceed to the next step in the wizard.