Automation for Manually Scheduled Candidates

Abstract

Product: Event Manager.

Automation for Manually Scheduled Candidates

The configuration of the Automation for Manually Scheduled Candidates allows Event Manager Administrators to configure event defaults for candidate confirmation messages, candidate reminder messages, and enhanced outcomes when configuring event templates. By configuring event defaults Event Manager administrators can ensure that both manually scheduled candidates and self-scheduled candidates experience an identical workflow.

Process

Automation for Manually Scheduled Candidates

1. To configure Automation for manually scheduled candidates, select Admin → System → General.

2. Select Yes to Enable enhanced outcomes.

3. Select Yes to Automation for manually scheduled candidates.

4. Select Save.

   The setting:

   • Controls the ability to send automated messages typically sent to self-scheduled candidates (confirmation and reminder messages) to manually scheduled candidates.

   • Allows the setting of defaults for candidate confirmation and reminder messages, and enhanced outcomes.

   • Automatically changes the candidates Event Manager Outcomes and their associated BrassRing HR statuses.

   • Adds an eLink to the candidate's Event Manager BrassRing Talent Gateway page allowing candidates to view their registration, and to reschedule or cancel themselves out of the event later.

   • Updates HR statuses for scheduled candidates in BrassRing and Event Manager.

   • Event Manager Users can enforce invitation rules based on additional configured system settings.

   • Retain event Registration, Rescheduled and Canceled Outcomes; enforce invitation rules based on new system settings. These outcomes are applied when candidates are manually scheduled to events, or invited to an event where the outcomes are configured as Event Default.

5. Select Admin → Templates → Event Templates.

6. Select New to create a new template, or Edit to update an exiting Template.

7. Select the Valid Outcome + icon, and associate an Event Manager Outcome for the Registered, Canceled, and Rescheduled outcomes.

8. Select the Messages + icon, and select a message template for the confirmation and reminder messages.

9. Set the number of days before an event to send the reminder message by entering a value into the Send Before Event field.

10. Select Save to Single Event.

11. Select Admin → System → Notifications.

12. Select a default invitation message in the Candidate Invitation Message.

13. Select Save.

14. Select Admin → System → General.

15. Select a default Invited Outcome.

16. Select Save.

17. Set the default registration Link Expiration by selecting Admin → System → Scheduling.

    • Set the Default registration Link Expiration.

    • Set the Default Candidate Reschedule Restrictions Registration.

    • Enable Restriction Settings for Event Invitations.

18. Select Save.