Updating workflows to automatically move candidates into a talent community
If you want to move candidates into a talent community automatically, then you can update your workflows to include the prebuilt talent community conversation, which will prompt candidates to choose a talent community to join.
Users with full access to the Workflows permission can complete the below steps.
- Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
- When the Settings page opens, select Workflows under Automation.
- Open an existing custom workflow.
- Select + Add Task.
- Name the task on the page that opens.
- Select + Add Trigger and then Candidate Status Updated to the preferred status (commonly a disposition status).
- Select the plus icon below the Start Point box and then the Send Talent Community Opt In action from its drop-down menu.
- By default, All Communities will be selected as the opt-in community. This means that upon accepting the opt-in, the standard Community of Interest (COI) question will include all active communities as choices for a candidate to choose from in the conversation. However, in the event where the recruiter wants a particular candidate or group of candidates to join a specific Talent Community, they should select the individual community from this dropdown. This includes public communities and private communities.
- Note: When the workflow is sent and includes a specific community as its opt-in community, the candidate will then go through the configured Talent Community conversation, but the Community of Interest question will not be asked, as the selection in the workflow will automatically serve as the answer for the COI question. From there, the candidate may be required to complete any community-specific screening configured for that community and continue with their journey.
- Ensure to save and then publish the workflow.
A workflows opt-in message for Talent Community Journeys will delay the trigger by 3 seconds in order for the primary_contact_method to be saved on the Candidate Profile.