Step 4. Setting up workflow filters

Include or exclude specific fields

In this step you can add multiple rules to specify when the workflow can continue. Here, you can use ‘is’ filters and/or ‘is not’ filters.

‘Is’ filter = Use this expression when there is only one condition that should be included in a particular field
‘Is not’ filter = Use this expression when you want to exclude multiple conditions within a field
(Please note: The filters in Starred work as an AND filter, not an OR filter. This means that you can’t add 2 rejection stages in a workflow since a candidate is always rejected on only one stage.)

*Example 1: In a ‘Candidate Rejected’ workflow you want to send out surveys to rejected candidates for all job locations except for the candidates that applied in France
The filter step will look as follows:

*Example 2: In a ‘Candidate Rejected’ workflow, you only want a survey to be triggered when a candidate is rejected after the interview stage. In this case you want to filter and trigger only when previous application status is INTERVIEW

Example filters

  • Previous Application Status
    ‘Previous Application Status is ’ when you want to trigger a survey when a candidate is rejected after a main stage in your hiring process (eg. In-Review or Interview). (Please note: the Application Status should always be written in capitals (eg. INTERVIEW).
  • Previous Application Substep
    ‘Previous application substep is ’ when you want to trigger a survey when a candidate is rejected after a specific substep in your hiring process (eg. Phone Screen)
  • Rejection reasons
    ‘Rejection reason is not ’ when you want to exclude candidates who moved to another vacancy/job
  • Brand
    ‘Brands is <company label/brand>’ when you want to include only 1 brand of the multiple brands your company listed in SmartRecruiters
  • Hiring Process type
    ‘Hiring Process type is not ’ when you want to exclude roles/hiring processes that have different process (eg. include an assessment round)
  • Job location: Country
    ‘Job location: Country is ’ when you want to survey in a different language
    JobAd language
    ‘JobAd language is ’ when you want to survey in a specific language
  • Department
    ‘Department is not ’ when certain roles have a different hiring process

Please note: Do not forget to save your workflow after making edits.

:star: Tips & Tricks

-The filters in Starred work as an AND filter, not an OR filter. This means that you can’t add 2 rejection stages in the workflow since a candidate is always rejected only on one stage

  • To use filters in the correct way it is really important to know all existing conditions for every field in your SmartRecruiters environment. When you’ve connected SmartRecruiters with your Starred account, you can find these values in your logs and notifications as well.

What’s Next

How to set up settings for invitations?