Automated actions run by themselves when a candidate reaches a stage — so routine emails, questionnaires, and tasks happen without anyone remembering to do them. You add them on the job's Workflow tab. Editing a job needs the manage-jobs permission.
Before you start
Required role: a role with the Manage jobs permission
Where to find it: Jobs → Edit a job → Workflow
How to add an automation
Edit the job, go to Workflow, and pick the stage to automate.
Add an automation and choose its type: Send Email, Send Questionnaire, or Create Task.
Configure it (for example, pick the email or questionnaire template) and save.
When a candidate reaches that stage, the automation runs automatically.
💡 The Sourcing stages support email and task automations only (no questionnaire). The Active process and Hires stages support all three.
Frequently asked questions
Can I reuse the same automations on other jobs?
Yes — set them on a Pipeline template in Settings → Templates → Pipelines, and every job started from that template inherits them. See How to Edit or Delete a Pipeline Template in Recruitera.
Why can't I add a questionnaire automation to a Sourcing stage?
Sourcing stages only support email and task automations. Add questionnaire automations on your Active process or Hires stages.