Overview Automations run actions, like sending emails or creating tasks, when specific events happen. This article walks you through the most common scenario, sending a welcome email to the employee every time a new placement is created. ...
What is an Automation? An automation is a directed graph of decision points and actions that runs when a specific event happens (for example, the automatic sending of an email once a task has been completed by a candidate). You define the trigger...
What is a Rule? Rules indicate what has to be true for the policy to apply. Rules evaluate facts about the placement: state, job, employer, client, custom attributes you've defined, and so on. A policy can have one rule or several combined to...
What is a Policy? A policy is a rule that states: "When a placement matches these conditions, assign these forms." *Note* Coming from HRCenter? A Policy can be thought of as a Workflow, now with far more customization options. Every for...
What is a Policy? A policy is a rule that states: "When a placement matches these conditions, assign these forms." *Note* Coming from HRCenter? A Policy can be thought of as a Workflow, now with far more customization options. Every for...
Overview When adding forms to a policy, you may want employees to complete the forms with a specific order. This is where sequencing and stages come in. Sequencing sets the order forms show up in. The employee can still utilize the top naviga...
Overview Each form field can optionally have a visibility switch which is a rule that shows or hides the field based on what's been entered in other fields. For example, "Only show the spouse's name field if the candidate selects Married." *N...
Overview Forms support translations at the "version" level. Each language is added as a separate translation while the version is within a "Draft" status. Once the version is published, its translations are locked. *Note* Candidates see ...
What are Forms? A form is a reusable template. It defines what a candidate sees and does at a step in their onboarding workflow. You build a form once and it can be used across any placement it is added to. Forms collect information including na...
Default Field Paths Each field has a path (what you reference) and a label (what the picker shows). Paths are grouped by the object they belong to: the employee, employer, client, or job connected to the placement. Employee Path L...