When creating a workflow, the first action for every status is pre-populated as the Start Point. This action indicates that the workflow begins when a candidate’s status changes to the corresponding status name. 

After this initial action, the following action types are available to select when configuring actions for certain statuses.

Default action types

• Send Communication: Send a communication to the workflow audience recipient. By clicking the # Use a Template button, you can select a messaging template created specifically for workflows and sent based on preconfigured languages.
  • Important Notes:
    • If the communication includes any basic URLs, those URLs will have “http://” added to the beginning of the URL so that the system recognizes it as a full URL and it will display correctly when the communication is sent.
    • Requisition-Based Permissions: Any Interviewers added to a requisition after Scheduling takes place will be updated on the job and receive the corresponding workflow communications.
    • Candidate Added to CEM via API: The system will validate the candidate’s phone number before the opt-in communication preferences message is sent. If the phone number is invalid, the system will not send the message.
      • Character Limit: The character limit for workflow communications is:
        • Email = no character limit
        • SMS = 640 characters
          • If you previously had a message that exceeded this limit, then the message will still display. However, the next time a user goes to save the page, a warning will pop-up, prompting the user to update the message so that it is within the character limit. Clicking the x icon will leave the message as is.
          • When you have entered an input greater than 160 characters for SMS, then the character counter will turn orange and a warning message will display under the text.
      • Tokens Supported: The following tokens are supported in workflow communications:
        • Custom and Standard Candidate Attribute Tokens
        • Custom and Standard Job Attribute Tokens
        • Event Tokens
• Move to Status: Move the candidate to a different Candidate Journey status.
• Tracking Pixel: Add a traveling pixel to the audience action.
• Add Condition: Add a condition to the workflow. Please see the documentation on conditional workflows for more information.
• Set Attribute Value: Set a specific value for the defined Candidate Attribute.
• Add a Delay Action: Add a pause between two actions. This action type must be followed by another action in the workflow.
• User Legacy Integration: Should only be configured by an Integrations Consultant.

Feature-specific action types

• Send Realistic Job Preview (must have Realistic Job Preview Integration enabled): Sends a Realistic Job Preview to the workflow audience. 
• Request Surveys (must have Surveys enabled): Send a predefined survey to the workflow audience. Please see the documentation on surveys for more information.
  • Notes: 
    • The same survey cannot be sent to the same candidate more than once in a workflow. Separate surveys are needed for each round if feedback is required at multiple stages.
    • The character limit for an SMS message is 640 characters.
• Use Integration: Use a predefined integration to act upon the workflow audience.
• Send Talent Community Opt-in: Send the candidate an opt-in to join the organization’s Talent Community(s). This is only available when you have the Talent Community feature enabled for your account.
  • Note: The character limit for an SMS message is 640 characters.

Automatic actions based on available action types

To streamline the Workflow configuration, certain actions are automatically pre-populated based on the Stage Type of the selected journey status.