{"article":{"id":39946619658897,"url":"https://kekahrhelp.zendesk.com/api/v2/help_center/en-us/articles/39946619658897.json","html_url":"https://help.keka.com/hc/en-us/articles/39946619658897-Workflow-Automation-in-Keka-Hire","author_id":37980519613329,"comments_disabled":false,"draft":false,"promoted":false,"position":5,"vote_sum":0,"vote_count":0,"section_id":42000243211921,"created_at":"2025-10-13T21:02:11Z","updated_at":"2025-12-22T11:48:32Z","name":"Workflow Automation in Keka Hire","title":"Workflow Automation in Keka Hire","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-22T11:48:31Z","user_segment_id":null,"permission_group_id":35477105159953,"content_tag_ids":[],"label_names":[],"body":"<p dir=\"ltr\" data-identifyelement=\"516\"> </p><div class=\"hs-embed-wrapper\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto; max-width: 688px;\" data-service=\"vimeo\" data-script-embed=\"true\"><div class=\"hs-embed-content-wrapper\">\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe src=\"https://player.vimeo.com/video/1005428574?h=6d413fdc68&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Workflow Automation in Keka Hire\"></iframe></div>\n<script src=\"https://player.vimeo.com/api/player.js\"></script>\n</div></div><p dir=\"ltr\" data-identifyelement=\"516\"> </p><h3 id=\"h_01KCK646Y3WBWAPYKV5ZJ6GAEP\" data-start=\"2498\" data-end=\"2514\"><strong>Introduction</strong></h3><p data-start=\"2515\" data-end=\"2820\">Use <strong data-start=\"2519\" data-end=\"2542\">Workflow Automation</strong> in Keka Hire to eliminate repetitive recruitment tasks. Automations help you move faster, reduce manual work, and keep candidates informed throughout the process.<br>This guide is for <strong data-start=\"2726\" data-end=\"2794\">Global Admins, Super Recruiters, Hiring Managers, and Recruiters</strong> who manage job pipelines.</p><p data-start=\"2822\" data-end=\"2839\"><strong data-start=\"2822\" data-end=\"2839\">Prerequisites</strong></p><ul data-start=\"2840\" data-end=\"3073\">\n<li data-start=\"2840\" data-end=\"2919\" data-list-item-id=\"e272ba1d26d8be71552134d4bcddc401f\"><p data-start=\"2842\" data-end=\"2919\"><strong data-start=\"2842\" data-end=\"2859\">Global Admins</strong> and <strong data-start=\"2864\" data-end=\"2884\">Super Recruiters</strong> can create workflows by default.</p></li>\n<li data-start=\"2920\" data-end=\"3073\" data-list-item-id=\"e150c94b5048c6d280ae75b29361894c8\"><p data-start=\"2922\" data-end=\"3073\"><strong data-start=\"2922\" data-end=\"2941\">Hiring Managers</strong> and <strong data-start=\"2946\" data-end=\"2960\">Recruiters</strong> can be granted access in <strong data-start=\"2986\" data-end=\"3009\">Users &amp; Permissions</strong> using the privileges <strong data-start=\"3031\" data-end=\"3050\">Create Workflow</strong> and <strong data-start=\"3055\" data-end=\"3072\">View Workflow</strong>.</p></li>\n</ul><p data-start=\"3075\" data-end=\"3084\"><strong data-start=\"3075\" data-end=\"3084\">Scope</strong></p><ul data-start=\"3085\" data-end=\"3201\"><li data-start=\"3085\" data-end=\"3201\" data-list-item-id=\"ea735d85920e90ca7cf86e1a192e2bca9\"><p data-start=\"3087\" data-end=\"3201\">You can create <strong data-start=\"3102\" data-end=\"3119\">Job Workflows</strong> (apply to a specific job) and use <strong data-start=\"3154\" data-end=\"3174\">Global Workflows</strong> (system-wide automations.</p></li></ul><p><a id=\"one\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646Y6N2B18QSA1FABKXQJ\"><strong>Create a Job Workflow from Settings</strong></h3><ol data-start=\"3490\" data-end=\"3697\">\n<li data-start=\"3490\" data-end=\"3565\" data-list-item-id=\"e95365ee76999218e07deeeeeeb938b19\"><p data-start=\"3493\" data-end=\"3565\">Go to <strong data-start=\"3499\" data-end=\"3564\">Hire → Settings → Hiring → Workflow Automation → Job Workflow</strong>.</p></li>\n<li data-start=\"3566\" data-end=\"3595\" data-list-item-id=\"e3272c2657094fcf5e066a83dca359b99\">\n<p data-start=\"3569\" data-end=\"3595\">Click <strong data-start=\"3575\" data-end=\"3594\">Create Workflow</strong>.</p>\n<p><img class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 670/316; height: auto; width: 670px;\" src=\"https://3947363.fs1.hubspotusercontent-na1.net/hubfs/3947363/image-png-Sep-19-2025-06-23-49-0295-AM.png\" width=\"670\" height=\"316\"></p>\n<p data-start=\"3599\" data-end=\"3697\"> </p>\n</li>\n</ol><p><a id=\"two\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646Y7YTXYKN6NDAE6B1PW\" data-start=\"3699\" data-end=\"3762\"><strong>Find Event Triggers under Global Workflows</strong></h3><ol data-start=\"3763\" data-end=\"3988\">\n<li data-start=\"3763\" data-end=\"3830\" data-list-item-id=\"e5d7add979556fea9e3722233ce9dfee1\"><p data-start=\"3765\" data-end=\"3830\"><strong data-start=\"3765\" data-end=\"3783\">Event Triggers</strong> have been rebranded as <strong data-start=\"3807\" data-end=\"3827\">Global Workflows</strong>.</p></li>\n<li data-start=\"3831\" data-end=\"3988\" data-list-item-id=\"e412bff3958f24422200300ddc68cd30f\">\n<p data-start=\"3833\" data-end=\"3910\">Path: <strong data-start=\"3839\" data-end=\"3907\">Hire → Settings → Hiring → Workflow Automation → Global Workflow</strong>.</p>\n<blockquote data-start=\"3913\" data-end=\"3988\">\n<p data-start=\"3915\" data-end=\"3988\">These were previously under <strong data-start=\"3943\" data-end=\"3987\">Settings → Notification → Event Triggers</strong>.</p>\n<p data-start=\"3915\" data-end=\"3988\"><img class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 670/314; height: auto; width: 670px;\" src=\"https://3947363.fs1.hubspotusercontent-na1.net/hubfs/3947363/image-png-Sep-19-2025-06-32-32-4479-AM.png\" width=\"670\" height=\"314\"></p>\n</blockquote>\n</li>\n</ol><p><a id=\"three\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646Y7DK27AAWW72NMNJDY\" data-start=\"3990\" data-end=\"4042\"><strong>Create a Job Workflow from a specific Job</strong></h3><ol data-start=\"4043\" data-end=\"4206\">\n<li data-start=\"4043\" data-end=\"4091\" data-list-item-id=\"e80374ec11aca64e4d3caa20985c25413\"><p data-start=\"4046\" data-end=\"4091\">Open the job: <strong data-start=\"4060\" data-end=\"4090\">Hire → Jobs → [Select Job]</strong>.</p></li>\n<li data-start=\"4092\" data-end=\"4143\" data-list-item-id=\"e42f39a998f60ba591f5d991621560f5d\">\n<p data-start=\"4095\" data-end=\"4143\">Go to <strong data-start=\"4101\" data-end=\"4142\">Workflow Automation → Create Workflow</strong>.</p>\n<p data-start=\"4147\" data-end=\"4206\"><img class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 670/317; height: auto; width: 670px;\" src=\"https://3947363.fs1.hubspotusercontent-na1.net/hubfs/3947363/image-png-Sep-19-2025-06-35-29-3907-AM.png\" width=\"670\" height=\"317\"></p>\n</li>\n</ol><h4 id=\"h_01KCK646Y84HX1NT4440HQQPV3\" data-start=\"4208\" data-end=\"4249\"><strong>Choose a Quick Template (optional)</strong></h4><ul data-start=\"4250\" data-end=\"4352\">\n<li data-start=\"4250\" data-end=\"4310\" data-list-item-id=\"ee9f26dad0eaebd59c96b09ccdf1d49fe\"><p data-start=\"4252\" data-end=\"4310\"><strong data-start=\"4252\" data-end=\"4307\">Archive candidates based on minimum work experience</strong>.</p></li>\n<li data-start=\"4311\" data-end=\"4352\" data-list-item-id=\"e2c22c39bffb38709433d3bce7a7413ab\"><p data-start=\"4313\" data-end=\"4352\"><strong data-start=\"4313\" data-end=\"4351\">Update stage of inbound applicants</strong>.</p></li>\n</ul><p><a id=\"four\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646Y82XMWACKKETXKQSSK\" data-start=\"4354\" data-end=\"4395\"><strong>Define the three required elements</strong></h3><p data-start=\"4396\" data-end=\"4495\">Every workflow must include <strong data-start=\"4424\" data-end=\"4437\">one Event</strong>, <strong data-start=\"4439\" data-end=\"4465\">one or more Conditions</strong>, and <strong data-start=\"4471\" data-end=\"4494\">one or more Actions</strong>.</p><ol data-start=\"4497\" data-end=\"5235\">\n<li data-start=\"4497\" data-end=\"4634\" data-list-item-id=\"e653cc9e7a2db3b918c9a77b4fa73a2eb\">\n<p data-start=\"4500\" data-end=\"4535\"><strong data-start=\"4500\" data-end=\"4509\">Event</strong> (the trigger) — pick one:</p>\n<ul data-start=\"4539\" data-end=\"4634\">\n<li class=\"ck-list-marker-bold\" data-start=\"4539\" data-end=\"4567\" data-list-item-id=\"e0e550467d7e3e4277c44f39329b3216f\"><p data-start=\"4541\" data-end=\"4567\"><strong data-start=\"4541\" data-end=\"4567\">Candidate added to Job</strong></p></li>\n<li class=\"ck-list-marker-bold\" data-start=\"4571\" data-end=\"4603\" data-list-item-id=\"edecd160c55388fbd430fe8f03ba4c3cd\"><p data-start=\"4573\" data-end=\"4603\"><strong data-start=\"4573\" data-end=\"4603\">Candidate Stage is Updated</strong></p></li>\n<li class=\"ck-list-marker-bold\" data-start=\"4607\" data-end=\"4634\" data-list-item-id=\"e92c67c71546a082807f192cd0a031cb2\"><p data-start=\"4609\" data-end=\"4634\"><strong data-start=\"4609\" data-end=\"4634\">Candidate is Archived</strong></p></li>\n</ul>\n</li>\n<li data-start=\"4636\" data-end=\"4892\" data-list-item-id=\"e1a56db3b641daa869e6f529a0a5a4208\">\n<p data-start=\"4639\" data-end=\"4696\"><strong data-start=\"4639\" data-end=\"4653\">Conditions</strong> (filter who/what the workflow applies to):</p>\n<ul data-start=\"4700\" data-end=\"4892\">\n<li data-start=\"4700\" data-end=\"4809\" data-list-item-id=\"e61c0c3a52530388875f6daafab8e2272\"><p data-start=\"4702\" data-end=\"4809\">Use candidate attributes, <strong data-start=\"4728\" data-end=\"4738\">Source</strong>, <strong data-start=\"4740\" data-end=\"4758\">Candidate Info</strong>, <strong data-start=\"4760\" data-end=\"4783\">Screening Questions</strong>, <strong data-start=\"4785\" data-end=\"4798\">Reference</strong>, and more.</p></li>\n<li data-start=\"4813\" data-end=\"4892\" data-list-item-id=\"ed46c6798ef48c41eb0dbc93518790cd9\"><p data-start=\"4815\" data-end=\"4892\">By default, <strong data-start=\"4827\" data-end=\"4840\">Job Title</strong> is preset to scope the workflow to the current job.</p></li>\n</ul>\n</li>\n<li data-start=\"4894\" data-end=\"5149\" data-list-item-id=\"eb14790c7f3848bf1df67382aeb747774\">\n<p data-start=\"4897\" data-end=\"4975\"><strong data-start=\"4897\" data-end=\"4908\">Actions</strong> (what the workflow should do when the event + conditions are met):</p>\n<ul data-start=\"4979\" data-end=\"5149\">\n<li class=\"ck-list-marker-bold\" data-start=\"4979\" data-end=\"4995\" data-list-item-id=\"eb664bd12f76138f06da9012a48b7e9f0\"><p data-start=\"4981\" data-end=\"4995\"><strong data-start=\"4981\" data-end=\"4995\">Send email</strong></p></li>\n<li data-start=\"4999\" data-end=\"5051\" data-list-item-id=\"e3864d2e13b533a3d6efc62fb96ffc4a9\"><p data-start=\"5001\" data-end=\"5051\"><strong data-start=\"5001\" data-end=\"5015\">Move stage</strong> (advance or change candidate stage)</p></li>\n<li class=\"ck-list-marker-bold\" data-start=\"5055\" data-end=\"5075\" data-list-item-id=\"e7bc093bc535ad37dd267da3fc6fdbda2\"><p data-start=\"5057\" data-end=\"5075\"><strong data-start=\"5057\" data-end=\"5075\">Tag candidates</strong></p></li>\n<li data-start=\"5079\" data-end=\"5121\" data-list-item-id=\"ebae8846c4e4310e8c2569f58020ffe66\"><p data-start=\"5081\" data-end=\"5121\"><strong data-start=\"5081\" data-end=\"5101\">Archive / Reject</strong> (with notification)</p></li>\n<li class=\"ck-list-marker-bold\" data-start=\"5125\" data-end=\"5149\" data-list-item-id=\"ee4d75bf09bc90cb4b2b457b2b46aa741\"><p data-start=\"5127\" data-end=\"5149\"><strong data-start=\"5127\" data-end=\"5149\">Add to Talent Pool</strong></p></li>\n</ul>\n<p><br><img class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 670/305; height: auto; width: 670px;\" src=\"https://3947363.fs1.hubspotusercontent-na1.net/hubfs/3947363/image-png-Sep-19-2025-06-49-46-7038-AM.png\" width=\"670\" height=\"305\"></p>\n</li>\n</ol><p><a id=\"five\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646Y96T5RGMGTZVB8JCMA\"><strong>Options &amp; Variants</strong></h3><h4 id=\"h_01KCK646Y9Z7Y7DZS4FJMBBBEG\" data-start=\"5265\" data-end=\"5300\">Build Custom Logic with Any/All</h4><ul data-start=\"5301\" data-end=\"5397\">\n<li data-start=\"5301\" data-end=\"5349\" data-list-item-id=\"ece18e092ef3428ed1fed965c034a5af8\"><p data-start=\"5303\" data-end=\"5349\"><strong data-start=\"5303\" data-end=\"5310\">All</strong> = conditions use the <strong data-start=\"5332\" data-end=\"5339\">AND</strong> operator.</p></li>\n<li data-start=\"5350\" data-end=\"5397\" data-list-item-id=\"e12def5e98d03a1e20a0b86cadd10678b\"><p data-start=\"5352\" data-end=\"5397\"><strong data-start=\"5352\" data-end=\"5359\">Any</strong> = conditions use the <strong data-start=\"5381\" data-end=\"5387\">OR</strong> operator.</p></li>\n</ul><h4 id=\"h_01KCK646Y9NMR1752J19MT1S3T\" data-start=\"5399\" data-end=\"5419\">Group Conditions</h4><p data-start=\"5420\" data-end=\"5512\">Create <strong data-start=\"5427\" data-end=\"5437\">groups</strong> of conditions to form powerful logic with <strong data-start=\"5480\" data-end=\"5487\">AND</strong> / <strong data-start=\"5490\" data-end=\"5496\">OR</strong> between groups.</p><p data-start=\"5514\" data-end=\"5527\"><strong data-start=\"5514\" data-end=\"5525\">Example</strong></p><ul data-start=\"5528\" data-end=\"5668\">\n<li data-start=\"5528\" data-end=\"5576\" data-list-item-id=\"ef1ce8ed61a8386f33bc0b7ae7aea75ba\"><p data-start=\"5530\" data-end=\"5576\">Group A: <strong data-start=\"5539\" data-end=\"5563\">Experience &gt; 4 years</strong><br><strong data-start=\"5568\" data-end=\"5574\">OR</strong></p></li>\n<li data-start=\"5577\" data-end=\"5668\" data-list-item-id=\"e42f6cf95ec2418815155eb892dedea65\"><p data-start=\"5579\" data-end=\"5668\">Group B: <strong data-start=\"5588\" data-end=\"5612\">Experience &lt; 4 years</strong> <strong data-start=\"5613\" data-end=\"5620\">AND</strong> <strong data-start=\"5621\" data-end=\"5668\">Skills contain Mobile App Developer, DevOps</strong></p></li>\n</ul><h4 id=\"h_01KCK646YAMPY09Q52N3CZPZ6N\" data-start=\"5670\" data-end=\"5690\">Rules for Groups</h4><ul data-start=\"5691\" data-end=\"5957\">\n<li data-start=\"5691\" data-end=\"5734\" data-list-item-id=\"eedfb4840e784025c1a0d4db76f73d2bb\"><p data-start=\"5693\" data-end=\"5734\">Between groups, choose <strong data-start=\"5716\" data-end=\"5723\">AND</strong> or <strong data-start=\"5727\" data-end=\"5733\">OR</strong>.</p></li>\n<li data-start=\"5735\" data-end=\"5957\" data-list-item-id=\"e7d8c53154bbbafbd3a61d79f6ff0e4b9\"><p data-start=\"5737\" data-end=\"5957\">You <strong data-start=\"5741\" data-end=\"5751\">cannot</strong> add the <strong data-start=\"5760\" data-end=\"5807\">same condition type twice in a single group</strong>. For example, if <strong data-start=\"5825\" data-end=\"5850\">Experience &gt; 10 years</strong> is in Group A, you can’t add another Experience condition in Group A; add it to <strong data-start=\"5931\" data-end=\"5948\">another group</strong> instead.<br><br><br><img class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 670/552; height: auto; width: 670px;\" src=\"https://3947363.fs1.hubspotusercontent-na1.net/hubfs/3947363/image-png-Sep-19-2025-06-54-55-1336-AM.png\" width=\"670\" height=\"552\"></p></li>\n</ul><p><a id=\"six\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646YAHSDE6X4D079JCC4J\" data-start=\"5959\" data-end=\"5988\"><strong>Avoid Duplicate Workflows</strong></h3><p data-start=\"5989\" data-end=\"6222\">You cannot create multiple workflows with the <strong data-start=\"6035\" data-end=\"6043\">same</strong> combination of <strong data-start=\"6059\" data-end=\"6092\">Event + Conditions + operator</strong>.<br>If <strong data-start=\"6099\" data-end=\"6113\">Workflow A</strong> has <strong data-start=\"6118\" data-end=\"6161\">Condition1 AND Condition2 OR Condition3</strong>, another workflow with the exact same setup will be blocked.</p><p><a id=\"seven\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646YA6M4T9WCMREW0SK3J\"><strong>Field Reference / Parameters</strong></h3><div>\n<div>\n<table style=\"border-collapse: collapse; table-layout: fixed; margin-left: auto; margin-right: auto; border: 1px solid #99acc2;\" data-start=\"6262\" data-end=\"7945\">\n<thead data-start=\"6262\" data-end=\"6330\">\n<tr data-start=\"6262\" data-end=\"6330\">\n<th data-start=\"6262\" data-end=\"6272\" data-col-size=\"sm\">Element</th>\n<th data-start=\"6272\" data-end=\"6289\" data-col-size=\"md\">Field / Option</th>\n<th data-start=\"6289\" data-end=\"6304\" data-col-size=\"md\">What it does</th>\n<th data-start=\"6304\" data-end=\"6330\" data-col-size=\"md\">Allowed values / Notes</th>\n</tr>\n</thead>\n<tbody data-start=\"6349\" data-end=\"7945\">\n<tr data-start=\"6349\" data-end=\"6412\">\n<td data-start=\"6349\" data-end=\"6364\" data-col-size=\"sm\"><strong data-start=\"6351\" data-end=\"6363\">Workflow</strong></td>\n<td data-start=\"6364\" data-end=\"6376\" data-col-size=\"md\"><strong data-start=\"6366\" data-end=\"6375\">Title</strong></td>\n<td data-start=\"6376\" data-end=\"6399\" data-col-size=\"md\">Name of the workflow</td>\n<td data-start=\"6399\" data-end=\"6412\" data-col-size=\"md\">Free text</td>\n</tr>\n<tr data-start=\"6413\" data-end=\"6480\">\n<td data-start=\"6413\" data-end=\"6416\" data-col-size=\"sm\"> </td>\n<td data-start=\"6416\" data-end=\"6434\" data-col-size=\"md\"><strong data-start=\"6418\" data-end=\"6433\">Description</strong></td>\n<td data-start=\"6434\" data-end=\"6458\" data-col-size=\"md\">Context for teammates</td>\n<td data-start=\"6458\" data-end=\"6480\" data-col-size=\"md\">Optional free text</td>\n</tr>\n<tr data-start=\"6481\" data-end=\"6599\">\n<td data-start=\"6481\" data-end=\"6493\" data-col-size=\"sm\"><strong data-start=\"6483\" data-end=\"6492\">Event</strong></td>\n<td data-start=\"6493\" data-end=\"6522\" data-col-size=\"md\"><strong data-start=\"6495\" data-end=\"6521\">Candidate added to Job</strong></td>\n<td data-start=\"6522\" data-end=\"6570\" data-col-size=\"md\">Triggers when a candidate is added to the job</td>\n<td data-start=\"6570\" data-end=\"6599\" data-col-size=\"md\">Single event per workflow</td>\n</tr>\n<tr data-start=\"6600\" data-end=\"6693\">\n<td data-start=\"6600\" data-end=\"6603\" data-col-size=\"sm\"> </td>\n<td data-start=\"6603\" data-end=\"6636\" data-col-size=\"md\"><strong data-start=\"6605\" data-end=\"6635\">Candidate Stage is Updated</strong></td>\n<td data-start=\"6636\" data-end=\"6664\" data-col-size=\"md\">Triggers on stage changes</td>\n<td data-start=\"6664\" data-end=\"6693\" data-col-size=\"md\">Single event per workflow</td>\n</tr>\n<tr data-start=\"6694\" data-end=\"6794\">\n<td data-start=\"6694\" data-end=\"6697\" data-col-size=\"sm\"> </td>\n<td data-start=\"6697\" data-end=\"6725\" data-col-size=\"md\"><strong data-start=\"6699\" data-end=\"6724\">Candidate is Archived</strong></td>\n<td data-start=\"6725\" data-end=\"6765\" data-col-size=\"md\">Triggers when a candidate is archived</td>\n<td data-start=\"6765\" data-end=\"6794\" data-col-size=\"md\">Single event per workflow</td>\n</tr>\n<tr data-start=\"6795\" data-end=\"6911\">\n<td data-start=\"6795\" data-end=\"6812\" data-col-size=\"sm\"><strong data-start=\"6797\" data-end=\"6811\">Conditions</strong></td>\n<td data-start=\"6812\" data-end=\"6837\" data-col-size=\"md\"><strong data-start=\"6814\" data-end=\"6836\">Scope by Job Title</strong></td>\n<td data-start=\"6837\" data-end=\"6873\" data-col-size=\"md\">Limits workflow to a specific job</td>\n<td data-start=\"6873\" data-end=\"6911\" data-col-size=\"md\">Preset by default on Job Workflows</td>\n</tr>\n<tr data-start=\"6912\" data-end=\"7050\">\n<td data-start=\"6912\" data-end=\"6915\" data-col-size=\"sm\"> </td>\n<td data-start=\"6915\" data-end=\"6969\" data-col-size=\"md\"><strong data-start=\"6917\" data-end=\"6968\">Source / Candidate Info / Screening / Reference</strong></td>\n<td data-start=\"6969\" data-end=\"7006\" data-col-size=\"md\">Filter who the workflow applies to</td>\n<td data-start=\"7006\" data-end=\"7050\" data-col-size=\"md\">Select one or many; combine with Any/All</td>\n</tr>\n<tr data-start=\"7051\" data-end=\"7139\">\n<td data-start=\"7051\" data-end=\"7054\" data-col-size=\"sm\"> </td>\n<td data-start=\"7054\" data-end=\"7070\" data-col-size=\"md\"><strong data-start=\"7056\" data-end=\"7069\">Any / All</strong></td>\n<td data-start=\"7070\" data-end=\"7108\" data-col-size=\"md\">Choose OR vs AND between conditions</td>\n<td data-start=\"7108\" data-end=\"7139\" data-col-size=\"md\">\n<strong data-start=\"7110\" data-end=\"7122\">Any = OR</strong>, <strong data-start=\"7124\" data-end=\"7137\">All = AND</strong>\n</td>\n</tr>\n<tr data-start=\"7140\" data-end=\"7265\">\n<td data-start=\"7140\" data-end=\"7143\" data-col-size=\"sm\"> </td>\n<td data-start=\"7143\" data-end=\"7156\" data-col-size=\"md\"><strong data-start=\"7145\" data-end=\"7155\">Groups</strong></td>\n<td data-start=\"7156\" data-end=\"7181\" data-col-size=\"md\">Combine condition sets</td>\n<td data-start=\"7181\" data-end=\"7265\" data-col-size=\"md\">Apply <strong data-start=\"7189\" data-end=\"7199\">AND/OR</strong> between groups; no duplicate similar condition within one group</td>\n</tr>\n<tr data-start=\"7266\" data-end=\"7376\">\n<td data-start=\"7266\" data-end=\"7280\" data-col-size=\"sm\"><strong data-start=\"7268\" data-end=\"7279\">Actions</strong></td>\n<td data-start=\"7280\" data-end=\"7297\" data-col-size=\"md\"><strong data-start=\"7282\" data-end=\"7296\">Send email</strong></td>\n<td data-start=\"7297\" data-end=\"7333\" data-col-size=\"md\">Notify candidates or stakeholders</td>\n<td data-start=\"7333\" data-end=\"7376\" data-col-size=\"md\">Multiple <strong data-start=\"7344\" data-end=\"7358\">Send email</strong> actions allowed</td>\n</tr>\n<tr data-start=\"7377\" data-end=\"7479\">\n<td data-start=\"7377\" data-end=\"7380\" data-col-size=\"sm\"> </td>\n<td data-start=\"7380\" data-end=\"7397\" data-col-size=\"md\"><strong data-start=\"7382\" data-end=\"7396\">Move stage</strong></td>\n<td data-start=\"7397\" data-end=\"7432\" data-col-size=\"md\">Advance or change pipeline stage</td>\n<td data-start=\"7432\" data-end=\"7479\" data-col-size=\"md\">Only one <strong data-start=\"7443\" data-end=\"7457\">Move stage</strong> action per workflow</td>\n</tr>\n<tr data-start=\"7480\" data-end=\"7583\">\n<td data-start=\"7480\" data-end=\"7483\" data-col-size=\"sm\"> </td>\n<td data-start=\"7483\" data-end=\"7504\" data-col-size=\"md\"><strong data-start=\"7485\" data-end=\"7503\">Tag candidates</strong></td>\n<td data-start=\"7504\" data-end=\"7532\" data-col-size=\"md\">Add tags for organization</td>\n<td data-start=\"7532\" data-end=\"7583\" data-col-size=\"md\">One per workflow (no duplicate similar actions)</td>\n</tr>\n<tr data-start=\"7584\" data-end=\"7704\">\n<td data-start=\"7584\" data-end=\"7587\" data-col-size=\"sm\"> </td>\n<td data-start=\"7587\" data-end=\"7610\" data-col-size=\"md\"><strong data-start=\"7589\" data-end=\"7609\">Archive / Reject</strong></td>\n<td data-start=\"7610\" data-end=\"7653\" data-col-size=\"md\">Archive or reject candidates; can notify</td>\n<td data-start=\"7653\" data-end=\"7704\" data-col-size=\"md\">One per workflow (no duplicate similar actions)</td>\n</tr>\n<tr data-start=\"7705\" data-end=\"7811\">\n<td data-start=\"7705\" data-end=\"7708\" data-col-size=\"sm\"> </td>\n<td data-start=\"7708\" data-end=\"7733\" data-col-size=\"md\"><strong data-start=\"7710\" data-end=\"7732\">Add to Talent Pool</strong></td>\n<td data-start=\"7733\" data-end=\"7760\" data-col-size=\"md\">Add candidates to a pool</td>\n<td data-start=\"7760\" data-end=\"7811\" data-col-size=\"md\">One per workflow (no duplicate similar actions)</td>\n</tr>\n<tr data-start=\"7812\" data-end=\"7945\">\n<td data-start=\"7812\" data-end=\"7825\" data-col-size=\"sm\"><strong data-start=\"7814\" data-end=\"7824\">System</strong></td>\n<td data-start=\"7825\" data-end=\"7851\" data-col-size=\"md\"><strong data-start=\"7827\" data-end=\"7850\">Duplicate detection</strong></td>\n<td data-start=\"7851\" data-end=\"7884\" data-col-size=\"md\">Prevents redundant automations</td>\n<td data-start=\"7884\" data-end=\"7945\" data-col-size=\"md\">Blocks identical <strong data-start=\"7903\" data-end=\"7936\">Event + Conditions + operator</strong> combos</td>\n</tr>\n</tbody>\n</table>\n</div>\n</div><h3 id=\"h_01KCK646YCE8HTD0WA5QQTDQ9E\">\n<br><strong>Notes, Tips, Important, Warnings</strong>\n</h3><ul data-start=\"7989\" data-end=\"8619\">\n<li data-start=\"7989\" data-end=\"8103\" data-list-item-id=\"e455a52c92051a4015251c95b9c5dff77\">\n<p><a id=\"eight\" data-hs-anchor=\"true\"></a></p>\n<p data-start=\"7991\" data-end=\"8103\"><strong data-start=\"7991\" data-end=\"8005\">Important:</strong> Each workflow must have <strong data-start=\"8030\" data-end=\"8043\">one Event</strong>, <strong data-start=\"8045\" data-end=\"8071\">at least one Condition</strong>, and <strong data-start=\"8077\" data-end=\"8100\">at least one Action</strong>.</p>\n</li>\n<li data-start=\"8104\" data-end=\"8288\" data-list-item-id=\"e82727ce4ef2bb8e7c3452f7b49d35be4\"><p data-start=\"8106\" data-end=\"8288\"><strong data-start=\"8106\" data-end=\"8120\">Important:</strong> You can’t add <strong data-start=\"8135\" data-end=\"8163\">multiple similar Actions</strong> (e.g., two <strong data-start=\"8175\" data-end=\"8189\">Move stage</strong> actions) <strong data-start=\"8199\" data-end=\"8223\">in the same workflow</strong>, except <strong data-start=\"8232\" data-end=\"8246\">Send email</strong>, which <strong data-start=\"8254\" data-end=\"8261\">can</strong> be added multiple times.</p></li>\n<li data-start=\"8289\" data-end=\"8406\" data-list-item-id=\"eb16695538a3d6e9391db051e6c106407\"><p data-start=\"8291\" data-end=\"8406\"><strong data-start=\"8291\" data-end=\"8305\">Important:</strong> <strong data-start=\"8306\" data-end=\"8348\">Conflicting actions are not supported.</strong> </p></li>\n<li data-start=\"8407\" data-end=\"8528\" data-list-item-id=\"e7cc15ed48b1ce050985a1a480cc3ee91\"><p data-start=\"8409\" data-end=\"8528\"><strong data-start=\"8409\" data-end=\"8417\">Tip:</strong> Use <strong data-start=\"8422\" data-end=\"8437\">Description</strong> to document intent (e.g., “Auto-archive candidates with &lt;2 years for Senior Developer”).</p></li>\n<li data-start=\"8529\" data-end=\"8619\" data-list-item-id=\"e8bb371b9b3cc1f609293269b640c592b\"><p data-start=\"8531\" data-end=\"8619\"><strong data-start=\"8531\" data-end=\"8539\">Tip:</strong> Start with a <strong data-start=\"8553\" data-end=\"8571\">Quick Template</strong> and fine-tune Conditions and Actions as needed.</p></li>\n</ul><h3 id=\"h_01KCK646YDJ73RCDXM4YDTF18P\"><strong>Examples &amp; Use Cases</strong></h3><ul data-start=\"8651\" data-end=\"9222\">\n<li data-start=\"8651\" data-end=\"8821\" data-list-item-id=\"e36c815ec84bb896a71dc382ee4e6195c\">\n<p><a id=\"nine\" data-hs-anchor=\"true\"></a></p>\n<p data-start=\"8653\" data-end=\"8821\"><strong data-start=\"8653\" data-end=\"8684\">Auto-archive by experience:</strong><br>Event: <strong data-start=\"8696\" data-end=\"8722\">Candidate added to Job</strong> → Condition: <strong data-start=\"8736\" data-end=\"8760\">Experience &lt; minimum</strong> → Action: <strong data-start=\"8771\" data-end=\"8782\">Archive</strong> and <strong data-start=\"8787\" data-end=\"8801\">Send email</strong> (polite rejection).</p>\n</li>\n<li data-start=\"8823\" data-end=\"9006\" data-list-item-id=\"ed82a1c66e3e4f7a378f560eb3a012331\"><p data-start=\"8825\" data-end=\"9006\"><strong data-start=\"8825\" data-end=\"8871\">Notify on stage move from inbound sources:</strong><br>Event: <strong data-start=\"8883\" data-end=\"8913\">Candidate Stage is Updated</strong> → Condition: <strong data-start=\"8927\" data-end=\"8953\">Source = Career Portal</strong> → Action: <strong data-start=\"8964\" data-end=\"8978\">Send email</strong> (stage progression update).</p></li>\n<li data-start=\"9008\" data-end=\"9222\" data-list-item-id=\"eda6a437634c65f90d451ca2832fd6653\"><p data-start=\"9010\" data-end=\"9222\"><strong data-start=\"9010\" data-end=\"9039\">Tag high-priority skills:</strong><br>Event: <strong data-start=\"9051\" data-end=\"9077\">Candidate added to Job</strong> → Condition Group: <strong data-start=\"9097\" data-end=\"9117\">(Experience &gt; 4)</strong> <strong data-start=\"9118\" data-end=\"9124\">OR</strong> <strong data-start=\"9125\" data-end=\"9183\">(Experience &lt; 4 AND Skills include Mobile App, DevOps)</strong> → Action: <strong data-start=\"9194\" data-end=\"9221\">Tag = “Priority-Skills”</strong>.</p></li>\n</ul><p><br><a id=\"ten\" data-hs-anchor=\"true\"></a></p><p><a id=\"Eleven\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646YDCC7Z68V27G0FEWEP\"><strong>Version / Applicability</strong></h3><ul data-start=\"11147\" data-end=\"11286\"><li data-start=\"11147\" data-end=\"11286\" data-list-item-id=\"e812b29c9c0f98de00025f59a647d3b66\"><p data-start=\"11149\" data-end=\"11286\">Applies to the version where <strong data-start=\"11178\" data-end=\"11230\">Event Triggers are rebranded as Global Workflows</strong> and where the <strong data-start=\"11245\" data-end=\"11264\">feedback edited</strong> trigger is available.</p></li></ul><p><a id=\"twelve\" data-hs-anchor=\"true\"></a></p><h3 id=\"h_01KCK646YDXK743RQ93A8KFA92\"><strong>New: Workflow trigger for editing candidate feedback</strong></h3><p data-start=\"11350\" data-end=\"11569\">Keka Hire now triggers workflows when <strong data-start=\"11388\" data-end=\"11420\">interview feedback is edited</strong>—in addition to feedback <strong data-start=\"11445\" data-end=\"11458\">submitted</strong> or <strong data-start=\"11462\" data-end=\"11474\">declined</strong>. This keeps stakeholders informed about changes and supports transparency and audit readiness.</p><p><strong data-start=\"11571\" data-end=\"11588\">To configure:</strong></p><ol>\n<li data-list-item-id=\"ef22a0efc476a21e592b3f7906b2a215b\">Go to <strong data-start=\"11597\" data-end=\"11657\">Hire → Settings → Workflow Automation → Global Workflows</strong>.</li>\n<li data-list-item-id=\"e1fb6ac44e22f3c6fd2e4ebfddd897282\">Choose the appropriate template and <strong data-start=\"11695\" data-end=\"11705\">enable</strong> the workflow that activates when <strong data-start=\"11739\" data-end=\"11771\">interview feedback is edited</strong>.<br><br><img class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 670/318; height: auto; width: 670px;\" src=\"https://3947363.fs1.hubspotusercontent-na1.net/hubfs/3947363/image-png-Sep-19-2025-07-02-30-8757-AM.png\" width=\"670\" height=\"318\">\n</li>\n</ol><p data-start=\"11571\" data-end=\"11772\"> </p><div><div><div><div><div data-widget-type=\"cell\" data-x=\"0\" data-w=\"12\"><div><div><div data-widget-type=\"cell\" data-x=\"0\" data-w=\"12\"><div><div><div data-widget-type=\"custom_widget\" data-x=\"0\" data-w=\"12\"><div data-hs-cos-general-type=\"widget\" data-hs-cos-type=\"module\"><div data-hs-cos-general-type=\"widget\" data-hs-cos-type=\"inline_richtext_field\"><p>Please let us know if you find this article helpful.</p></div></div></div></div></div></div></div></div></div></div></div></div></div>","user_segment_ids":[]}}