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How to set up automatic categorization and email
How to set up automatic categorization and email

With the help of automatic A-, B-, C-categorization, you can e.g. automate your candidate management and save time ⏱

Amy Dyvelcrona avatar
Written by Amy Dyvelcrona
Updated over 3 years ago

All you need to do to set automatic A, B, C categorization is to:

  1. Activate a category (eg A-candidates) by turning on the "Currently Active" button

  2. Open the category A candidates by clicking on the arrow at the far right

  3. Set the requirements to become an A-candidate by choosing how a candidate must have answered all the different screening questions:

    Yes / No questions:

    "Yes must be selected": The candidate must have answered Yes to the question

    "No must be selected": The candidate must have answered No to the question

    "Does not affect the classification": The candidate may have answered Yes or No. The answer does not affect whether the candidate becomes an A-candidate.

    Number of year questions:

    Ex. "At least 5 years": All candidates who have answered five years or more meet the requirements to become an A-candidate.

    "Does not affect the classification": The number of years the candidate has responded does not affect whether the candidate becomes an A-candidate.

    Value issues:

    Ex. "At least 7": All candidates who are seven or higher meet the requirements to become an A-candidate.

    "Does not affect the classification": The number of candidates answered does not affect whether the candidate becomes an A-candidate.

    Selection questions:

    "Choice X must be chosen": The candidate must have answered choice X to the question

    "Choice Y must be chosen": The candidate must have answered choice Y to the question

    "Does not affect the classification": The candidate may have answered choice X or choice Y. The answer does not affect if the candidate becomes an A-candidate.

    Free text questions:

    At this time, it is not possible to set automatic categorization based on free text responses.

  4. After you have set the requirements for one to become an A-candidate, you can also choose to activate the following functions:

  5. Choose if you want to be informed by email when new A-candidates apply for your job opening

  6. Choose if you want to send a specific confirmation email to A-candidates applying for your position (this email replaces the general confirmation email sent to all candidates). You can also choose whether to send this email immediately, four hours after the application was submitted or after 24 hours.

  7. Select whether to reject all candidates within a category automatically (This is usually used only for the category "Other").

  8. Set the requirements for all categories you want to use

  9. Save your changes by either clicking save as draft or by clicking “Next” and then by clicking “Publish

Examples of automatic categorization for the service as an inspection technician:

Example Question

Response options

A- candidate

B-candidate

C-candidate

Other

Do you have a B- or C Drivers License?

Yes / No:
Yes
No

Yes must be selected

Yes must be selected

Yes must be selected

-

What type of Driver´s License?

Value Question :
B-License
C-License
No License

Does not affect Categorization

Does not affect Categorization

Does not affect Categorization

-

Rate you English Skills between 1-10?

Value:
1

2

3

4

5

6

7

8

9

10

Does not affect Categorization

Does not affect Categorization

Does not affect Categorization

-

How many years of experience do you have in Vehicle inspection?

Number of years: How many years of experience do you have in Vehicle inspection?

At least 3 years

At least 1 year

Does not affect Categorization

-

What is your current job?

Text :
-

-

-

-

-

Alternative

A-candidate

B-candidate

C-candidate

Other

Users that will get notified by email

Activated (Responsible recruiter)

Not activated

Not activated

Not activated

Reject the candidate automatically

Not activated

Not activated

Not activated

Activated

Send email to the candidate

Not activated

Not activated

Not activated

Activated

Subject

-

-

-

Thank you for your application for the position as an inspection technician

We thank you so much for taking the time to apply for the position as an inspection technician. Unfortunately, you did not fulfill the driving license requirement, but you are warmly welcome to apply again in the future if this should change.

Email Delay

-

-

-

Send 24 hours after application was received


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