When an applicant doesn't perform the action of the stage by a certain amount of time, you can automatically move the applicant to another stage, such as Reject or On Hold.

To add an automatic move rule, follow these steps.

  1. Navigate to your workflow, and select the stage you want to implement an Automatic Move Rule in.
  2. Select Add automatic move rule.
    Automatic_Move_Rule_1.png
  3. Choose the stage you'd like the applicant to be moved to when they're idle, and enter the amount of days they need to be idle before the automatic move occurs.

    Automatic_Move_Rule_2.png
  4. Click Save rule.

 

Existing Applicants Idle Time

Adding or Updating an Automatic Move Rule to a stage with applicants already in it WILL move them if they retroactively meet the trigger rule.

Example #1: Assume we have two applicants, A and B. A has been idle for 5 days and B has been idle for 1 day. We create an Idle Move Rule that moves applicants after 2 idle days.

  • Applicant A will be moved immediately to the defined stage.
  • Applicant B will be moved the next day to the defined stage.

Example #2: Assume we have two applicants, A and B. A has been idle for 2 days and B has been idle for 4 days. We update an Idle Move Rule from 5 days to 3 days.

  • Applicant A will be moved the next day to the defined stage.
  • Applicant B will be moved the immediately to the defined stage.

 

Best Practice

We recommend you to send follow-up messages to idle applicants before you move them to a different stage. The follow-up messages triggers work differently from the Move Rule triggers. Please refer to the article for more information.

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