Ping User
Automated stage action
The Ping User automated action is added to a project Stage. You can send automated short messages to selected project members. It's a good way to set up reminders for your clients or hiring managers to keep the recruitment process effective and fast.
You can choose one or multiple stages for the action. The Ping User can have many use cases. Whether you need the manager to review your pre-selected candidates or maybe you want your clients to add their feedback to the Scorecards as soon as possible after the candidate interview. You can choose the stage and the time frame for pinging your hiring team to take action.
How to set up a Ping User action
Go to Project View. Open the Stage menu where you wish to add the automated action and click Manage stage actions. Open the Add new action tab and choose Ping user:
Set up your preferences in the pop-up window. Depending on how fast feedback you need, you can set the trigger to be 15 minutes or 2 days. It's a great way to timeline your recruitment process and help automated reminders to keep it on track.
The users listed in Users to ping will get an automated email at the set time. But keep the message short, it's a quick reminder to review candidates in the Project and share feedback or move suitable candidates along the funnel.
In the form, add a Subject and a Short message, then choose who gets the ping under Send to: All project users, Select users (pick them in Users to ping) or Select roles. You can also limit the action with Only run if conditions.