The process for configuring job qualification levels will differ depending on whether you have Conversational ATS or Integrated ATS enabled for your account. If you have both enabled, please follow both processes.

This guide outlines the process for Integrated ATS jobs.

Configuration

Step #1: Set qualification levels in Client Setup

While the processes for configuring this feature for Paradox Jobs and integrated ATS jobs varies, the initial Client Setup process is the same.

Users with full access to the Client Setup permission can complete the below steps.

1. Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
2. When the Settings page opens, select Client Setup under the Paradox Tools section.
3. From the left panel, scroll down to and open the Job Management section.
4. Toggle on Job Qualification Levels, if not already enabled.
5. Select Edit next to the Custom Job Qualifications setting.
6. To add custom qualification levels, select + Add Qualification at the bottom of the drawer.
   • Note: Up to 50 custom job qualification levels can be added.
7. Enter a Qualification Name.
8. Select the corresponding default Qualification Level to tie to it.
9. (Optional) Add in a description for your qualification level.
10. Repeat this process for all custom Job Qualification Levels.
11. Click Save in the bottom corner of this drawer.
12. Save the page in Client Setup.

Step #2: Configure the Job Qualification Level Attribute

The Job Qualification Level Attribute can be configured in workflows to ensure that candidates are automatically assigned this attribute without any manual labor. To do this, users with full access to the Workflows permission can complete the steps below.

1. Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
2. When the Settings page opens, select Workflows under the Automation section.
3. Open the desired workflow.
4. From the left panel, choose the status that will be used to assign the candidate’s Job Qualification Level Attribute. A common status used in this step is Capture: Capture Complete, Application: Application Complete, or Assessment: Assessment Complete.
   • Note: The status used can change based on your use case and is not limited to the status options mentioned above.
5. Depending on your use case and desired candidate experience, you have two options for configuring the Job Qualification Attribute:
   • Option 1 includes automatically assigning the candidate the Job Qualification Attribute when they reach the set candidate status defined above.
   • Option 2 includes automatically assigning the candidate the Job Qualification Attribute based on specific conditions.

Option 1: Automatically assign attribute at the set status

1. Select the + button at the bottom of the workflow and then Set Attribute Value. 
2. The Set Attribute Value box will then display. From the Select Attribute Value selector, select Standard Candidate Attributes and then Job Qualification Level.
3. When Job Qualification Level is selected, you are required to input the Job Qualification Level in the text input field. 

4. Select Save in the top right corner of the task.
5. If you would like to add the ability to auto-invite candidates to the hiring event, move to step #2 below. Otherwise, publish the workflow.

Option 2: Automatically assign attribute based on conditions

Utilizing a conditional workflow will allow for additional flexibility, depending on your use case and desired candidate experience.

1. Complete the Option #1 steps outlined above.
2. Select the + icon and then Add Condition from the menu that opens.
3. In the slide-out drawer that opens, click + Add Condition.
4. Set Targeting Rules based on the criteria that best suits your use case and desired candidate experience for progressing the candidate to the next step in their application journey, such as inviting the candidate to an interview.
   • Hint: A common way to set targeting rules is based on the attributes assigned to the candidate from their Chat-to-Apply conversation. These attributes can be configured on a per screening question basis within the candidate’s Chat-to-Apply conversation. 
5. Select Save.
6. Add another condition around dispositioning a candidate.
7. Select Save.
8. Select the Apply button in the bottom right corner of the slide-out drawer to include this condition in the workflow.
9. Underneath the first condition listed, select the + Add Conditional Actions button and then Set Attribute Value from the drop-down menu that opens.
10. The Set Attribute Value box will then appear underneath this condition. From the Select Attribute Value selector, select Standard Candidate Attributes and then Job Qualification Level.
11. When Job Qualification Level is selected, you are required to input the Job Qualification Level in the text input field. 

12. Select Save in the top right corner of the task.
13. Repeat steps #9-12 for each condition.
14. If you would like to add the ability to auto-invite candidates to the hiring event, move to step #3 below. Otherwise, publish the workflow.

Step #3: Include the auto-invite to hiring event action in the workflow

If you want your AI Assistant to automatically invite candidates to upcoming hiring events, then you can do so by utilizing the Hiring Event: Invite to Hiring Event status.

There are several ways to configure this action within Workflows and ultimately depends on your use case and desired candidate experience. 

Invite all candidates to upcoming hiring events

The below workflow configurations will attempt to invite all candidates to upcoming hiring events, regardless of whether the candidate’s job is or is not attached to the event(s). 

The process below will walk through creating a new task and adding the Move to Status action. 

1. Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
2. When the Settings page opens, select Workflows under the Automation section.
3. Open the desired workflow.
4. From the left panel, open the Hiring Event: Invite to Hiring Event status.
5. Select the + icon below the Start Point box and then Move to Status from its menu.
6. Within the Move Status to selector, choose the appropriate hiring event stage and then Invite to Hiring Event status. 
7. Save the task.
8. Publish the workflow.

Invite candidates to events based on their job qualification level and their job being associated with upcoming events

Conditional workflows can also be built to take appropriate actions for both qualified and non-qualified candidates. You would do this by building a conditional task, setting the Job Qualification Level Attribute, and then configuring the appropriate Move to Status action that corresponds with the Job Qualification Level Attribute. See the example below. 

If you would like to invite candidates to hiring events whose assigned job is associated with upcoming hiring event(s), follow the below configuration steps.

1. Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
2. When the Settings page opens, select Workflows under the Automation section.
3. Open the desired workflow.
4. From the left panel, open the Hiring Event: Invite to Hiring Event status.
5. Select the + icon below the Start Point box and then Add condition from its menu.
6. In the slide-out drawer that opens, select + Add Condition.
7. Set the targeting rules within your conditions on what the expected qualified candidate experience should be when the candidate's job is and is not associated with an upcoming hiring event.  
   • Note: An example configuration of the condition and targeting rules per condition is provided below. The targeting rules can always be adjusted based on the advice of your CS Representative:
     • Condition 1: Candidate’s job is associated with an upcoming hiring event.
       • Targeting Rules: Job Qualification Level Attribute; Exactly Matches: Qualified
       • Targeting Rules: Job added to hiring event (under Job Attributes); Matches: Is True 
     • Condition 2: Candidate’s Job is not associated with an upcoming hiring event.
       • Targeting Rules: Job Qualification Level Attribute; Exactly Matches: Qualified
       • Targeting Rules: Job added to hiring event (under Job Attributes); Matches: Is False
8. Underneath the first condition, select the + Add Conditional Actions and then Move to Status from the drop-down selector that opens.
9. You will then select the Event stage and then Invite to Hiring Event.
10. Underneath the second condition, select the + Add Conditional Actions and then Move to Status from the drop-down selector that opens.
11. You will then select the appropriate stage and status that you want the candidate to be moved to. In the below example, candidates will be moved to the Scheduling stage and Invite to Interview.
12. Save the task.
13. Publish the workflow.

Scheduling logic

• When a candidate’s status is updated to Invite to Hiring Event, your AI Assistant will utilize predetermined system criteria to determine the upcoming hiring events to send to the candidate. If your AI Assistant cannot find any upcoming hiring events to send to the candidate, then the candidate's status will be updated to No Event Availability.

• If a candidate re-engages in an Event Registration conversation and the slots are full at the time of engagement, then the candidate will not be registered for the event and will receive the Employee Cancels Pending Request message.