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This guide walks you through setting up an OTYS automation in HireData. With this integration, you can automate tasks such as sending Candidate NPS surveys to improve candidate experiences and streamline your recruitment processes. Follow each step below to set up the automation.

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Step 1: Set up the trigger

After you’ve set up the connection with OTYS, the first step in setting up an OTYS automation is to define the trigger. A trigger makes sure HireData “listens” to certain events occurring within OTYS. Select all relationships you’ll need later on. For example, select a candidate when you want to send them a survey in a later step of the automation. Here’s how to do it: Example trigger: Procedure: Created or Updated Select the related objects you’ll need later on in the automation, e.g. a user you want to be the sender of a message and the recipient(s) of that message

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Step 2: Add a filter

Once you’ve set up the trigger, add filters so the automation only runs under specific conditions. Follow these steps: Example filter: If procedure status 2 equals one of these stages

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Step 3: Add a delay

In some cases, you may want to introduce a delay before executing the automation. Here’s how to add a delay: Example delay: 1 day (e.g., to inform a candidate about landing the job before sending a post-placement survey)

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Step 4: Set up the ‘Send Survey’ task

Next, configure the task to send the Candidate NPS survey. Follow these steps: 4.1. Select your survey template: 4.2. Select the recipient of the survey: 4.3. Specify the sender of the survey: 4.4. Configure the timing of the survey: 4.5. Ensure all settings are correct and save your task:

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Step 5: Activate your automation

Once you’ve completed the setup, it’s time to activate your automation. With this step, your OTYS automation is ready to go, streamlining your recruitment processes effortlessly. Click Activate to turn your automation on With an OTYS automation in HireData, you can automate tasks such as sending Candidate NPS surveys. This improves candidate experiences and optimizes your recruitment workflows. Follow the steps in this tutorial to set up and activate your automation, saving time and resources.