Creating a custom automation rule

Creating a Custom Automation Rule

To create a new automation rule, users should follow these steps:

1. Initiate the Creation Process:
   • On the Automation Setup page, click the star icon and select + Add. This option can be pinned outside the star menu by marking it as a favorite for quick access.
2. Access the Automation Creation Interface:
   • A new UI will display:
     • A list of pre-defined triggers on the left-hand side.
     • A central canvas for configuring the automation rule.
3. Select a Trigger:
   • Choose the desired trigger from the available list, organized into three categories: Applicant/New Hire, Assignment, and Others (detailed below).
4. Configure Trigger Parameters:
   • Specify parameters such as office locations, person status, or assignment status, as required by the selected trigger.
5. Define the Action:
   • On the canvas, select the action to be executed when the trigger is activated (e.g., sending an SMS, email, or survey).
6. Save the Automation:
   • Save the configuration to activate the automation rule.