This article describes project settings in the recruitment module.
The Settings section is located under the dropdown arrow next to the project name in the recruitment module and is only available for users defined as project admins.
Tools
Restrictions
Here, you can enable or disable the option to skip steps. If activated, you can move applicants to different steps regardless of sequence.
Applicants
Here, you can select a step to accept all applicants automatically and move them to that step on the board.
Automated applicant assessments
With the automated assessment feature, you can easily send assessments to all applicants. When candidates apply for a job post:
- Assessments from leading providers (Aon, Assessio, Master HR) are automatically triggered
- Candidates receive assessment invitations directly after the application
- Recruiters can access comprehensive evaluation results to support early-stage candidate screening
- Standardized assessments provide objective insights into candidate capabilities
Decline options
Here you can activate the decline confirmation modal to use various decline options described in this article.
Custom fields
You can add custom fields here that will appear in the Candidate Drawer. Read this article for more information.
Pipeline automations
In the settings for pipeline steps, you can set up automations for each category, and you can also hide certain steps if they are redundant in your specific process. The automations available at this time are:
- Add comment (on the candidate card)
- Send email (to the candidate)
- Send assessment tests
- Create task
- Assign responsible
- Background check
With automations set up for email or comments, you will be given a prompt when moving the candidate to the pipeline category with the automation, where you can make changes to the contents or cancel it altogether. Tasks will instead be added automatically without any prompts, useful for handing over the applicant to a different user or to act as a reminder for scheduling, e.g., an interview.
If you want to hide more steps/customize your pipeline even more, you can create and select a pipeline group (set up in the recruiting settings) containing fewer or more pipeline steps. Useful for creating and optimizing your workflow.
Assign responsible automation
You can automatically assign a team member to a candidate when their card is moved to a specific step in your recruitment pipeline. Just create a rule in settings for the needed step.
Assessments
Recruiters can set up integrations with assessment test providers in the Marketplace (with Master HR, Aon, Psigma and Assessio). After adding credentials, you can set up your assessments in the recruitment module’s settings and send assessments to your candidates directly from the board view.
Save as template
This option allows you to save your project settings and use them as a template for future projects.