How to Configure Automations

Created by Hellohire Support, Modified on Thu, Jul 10 at 12:21 PM by Hellohire Support

Automations in Hellohire help streamline your hiring workflow by saving you time on repetitive tasks like scheduling, follow-ups, and status-based communications. With just a few clicks, you can set up automatic emails and interview scheduling triggers based on candidate outcomes—so nothing falls through the cracks.

Here’s how to set it up:

Step 1: Log in to Your Hellohire Account


Go to https://www.tryhellohire.com and log in using your credentials.


Step 2: Go to the Jobs Section


Click “Jobs” in the upper left corner of your screen.



Step 3: Select the Job


Choose the job for which you’d like to configure automations.


Step 4: Open the Automations Tab


Click on the “Automations” tab to begin setting up your automation rules.



Step 5: Set Up Automations


Automate Next Interview Scheduling:


If you want to automatically invite candidates to their next interview after a successful outcome:


1. Toggle on “Automated Next Interview Scheduling.”


2. From the dropdown, select the next job to link for interview scheduling.


3. Click “Save.”


4. Once enabled, candidates marked as “Yes” will receive a prompt to schedule their next interview automatically.


Automate Emails Based on Interview Outcome:


You can also automate emails triggered by interview status or outcome. Just toggle on any of the following options and customize the message:


1. Select the automation type you'd like to activate (e.g., 'Yes', 'No', 'Maybe', etc.).


2. Add an email subject and write your email content in the body field.


3. Click “Save.”


Available Email Automation Types:

  •  Automated 'Yes' Email
  • Automated 'No' Email
  • Automated 'Maybe' Email
  • Automated 'Hired' Email
  • Automated 'Scheduled' Email
  • Automated 'No Show' Custom Email
  • Automated 'No Show' Reschedule Email
  • Automated 'Not Interviewed' Email
  • Automated 'Disqualified' Email

Note: You can toggle on as many automation types as needed and customize each one individually.




Hellohire Support

Have questions or need assistance? We’re here to help! Feel free to contact us at support@tryhellohire.com.

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