Scheduling conditions allow you to set the guardrails for scheduling candidates to an orientation event. When no scheduling conditions are configured, any candidate can be scheduled for any orientation event. 

Add scheduling conditions

When creating an orientation event, a Scheduling Condition section should be available in the Registration section. To configure scheduling conditions and advanced settings for an event, select Scheduling Conditions & Advanced Settings. 

An Add a Scheduling Condition slide-out should appear where you can click + Add Scheduling Condition.

A Scheduling Condition will begin with an IF statement. For every IF statement, select a Condition, Matches value, and Input value.

• Condition value options:
  • Assigned Location
  • Assigned Group/Job
  • Candidate Attributes
• Matches value options:  
  • Contains (for candidate attributes)
  • Does not contain (for candidate attributes)
  • Is
  • Is Not
• Input value options:
  • The Input values will change depending on the Condition value selection.
  • If the Condition value selection is Assigned Location, the Input value options will include all locations within Location Management.
  • If the Condition value selection is Assigned Group, the Input value options will include all groups within Group Management.
  • If the Condition value selection is Assigned Job, the Input value options will include all jobs within Job Management .
  • If the Condition value selection is Candidate Attributes, the Input value will be a free text response.

After a condition is configured, the user can add additional AND or ORs to the condition.

• If the user clicks + AND, the user will expand the IF statement to include an additional parameter.
  • Note: If the user creates an IF statement that includes an AND (see below example), a candidate can only be scheduled for this event when both conditions are met.
• If the user clicks + OR, a new IF statement will appear.
  • Note: If the user creates an OR an additional IF statement (see below example), a candidate must meet one of the two IF statements to be scheduled for the event.

Add advanced settings

Within the Add a Scheduling Condition drawer, there are two settings available:

• Maximum Number of Candidate Per Location – This setting determines how many candidates per assigned location from Location Management can be scheduled for this event. The only available options include:
  • Unlimited
  • 2 candidates
    • Note: The majority of use cases will have Unlimited selected.
• Send Events that Match Candidate’s Timezone – If auto-schedule to orientation events is configured and this toggle is on, this event will not be presented to the candidate if the event’s timezone does not match the candidate’s timezone. 

If scheduling conditions are configured, a Configured tag will appear within the Scheduling Condition & Advanced Settings card.