πŸ“„ Workflow

Workflow


  • New
    • Check if Qualified based on form information:
      • Age: 21-35
        • If 21-30, put ETO Program​ as its Department (default)
        • If 31-35, change Department to ETR Program
      • Education: BS in Electrical Engineering, Electronics Engineering, Industrial Technology
      • Yrs of Experience: 2 or more
      • License: TRUE
        • Add Tag with License
    • Move to Pre-Qualified if Meeting the Requirements
    • Optional:
      • Passport: found in indexed content
        • Add Tag with Passport
      • Latin Honor: found in indexed content
        • Add Tag with Latin Honor
      • Seaman's Book: found in indexed content
        • Add Tag with Seaman's Book
  • Pre-Qualified
    • Send the CV template and instructions to provide documents below with the proper naming convention
      • Standard CV
      • Bachelor Degree
      • PRC ID
      • Optional
        • Certificate of Employment: merged, with at least 2 years of relevant experience
        • Passport (if any)
    • Send reminder emails every 3 days​ up to 3 times
      • Email Template 1
        • Notify Coordinator​ to initiate 1st manual follow-up
      • Email Template 2
        • Notify Coordinator​ to initiate 2nd manual follow-up
      • Email Template 3
        • Notify Coordinator​ to initiate the 3rd and final manual follow-up
          • Send an email that the application will be archived
          • Add Inactive​ Refuse Reason
          • ​Archive​ applicant
    • Once all documents are submitted, run the automation to move them to Assessment
  • Assessment
    • Send Questionnaire
    • Send reminder emails every 3 days​ up to 3 times
      • Email Template 1 - c/o Dwainne
        • Notify Coordinator​ to initiate 1st manual follow-up
      • Email Template 2
        • Notify Coordinator​ to initiate 2nd manual follow-up
      • Email Template 3
        • Notify Coordinator​ to initiate the 3rd and final manual follow-up
          • Send an email that the application will be archived
          • Add Inactive​ Refuse Reason
          • ​Archive​ applicant
    • Auto write result
      • If failed, send Refuse​ email, Add Failed Assessment​ Refuse Reason, and Archive
        • Create Refuse Email with Dynamic Refuse Reason
      • If passed, move to For Interview​ Stage
  • For Interview
    • Send Appointment Link​ to invite the applicant to book an Interview
    • Send reminder emails every 3 days​ up to 3 times
      • Email Template 1
        • Notify Coordinator​ to initiate 1st manual follow-up
      • Email Template 2
        • Notify Coordinator​ to initiate 2nd manual follow-up
      • Email Template 3
        • Notify Coordinator​ to initiate the 3rd and final manual follow-up
          • Send an email that the application will be archived
          • Add Inactive​ Refuse Reason
          • ​Archive​ applicant
    • Once booked, notify Interviewer​ and move to First Interview
  • First Interview
    • Conduct Interview