Check out how it works:
Process based automation is an automation that would be applied to every job based on this process (workflow). That means that if you have only 1 workflow (You can check that in Settings → Hiring workflow) - it will be applied to every job you create in your TRAFFIT.
You can create a process based automation in one of these two tabs:
Settings → Email/SMS templates by using the Add email automation button
Settings → Hiring workflow by choosing the right stage of the workflow and clicking on the automation icon on it.
Process based email automations are visible on the workflow:
When you click on the automation icon, you can see the details of existing automations, edit and remove them:
When creating a new email automation you have to:
choose the receiver of the email, where:
C stands for candidate
U stands for user
HM stands for Hiring Manager
choose the mailbox the emails will be sent from
email template to be used by this automation
workflow stage triggering the automation (if you are doing it in Settings → Email/SMS templates, because in Settings → Hiring workflow tab the stage details will be prefilled)
You can choose more than 1 stage when creating a process based automation!
A newly created automation will be visible in:
Settings → Email/SMS templates tab
Settings → Hiring workflow tab
on the candidates list in a particular job based on this workflow (automation icon next to the stage):
You need to have a permission given to you by the Administrator of your TRAFFIT to be able to manage email automations.