Job Automation Settings Guide
Step-by-step instructions for configuring job automation settings in OCW
Job Automation Settings Guide
NOTE: Automation features require OneClickWorker credits. You can purchase credits from the Credits page. You also receive one credit per user per month on the Plus Plan.
This guide provides detailed information about the automation settings available when creating or editing jobs on the OneClickWorker platform.
Table of Contents
- Introduction to Automation
- Enabling One Click Job
- Psychometrics Settings
- Applications Close Date
- Shortlist Automation
- Virtual Interview Automation
- Best Candidate Selection
- Successful Candidate Instructions
- Automation Workflow
- Troubleshooting
Introduction to Automation
OneClickWorker's automation features help streamline your hiring process by automatically handling candidate screening, interview scheduling, and selection. These features can save you significant time and resources while ensuring a consistent evaluation process.
Enabling One Click Job
To use automation features, you must first enable One Click Job (OCJ):
- In the job creation or edit form, locate the "Automation Settings" section
- Check the "Enable One Click Job" box
- Note: You must have available OCJ credits to enable this feature
- If you don't have enough credits, you'll see an error message
Psychometrics Settings
Psychometric testing helps evaluate candidates' personality traits and cognitive abilities.
| Setting | Description | Best Practice |
|---|---|---|
| Psychometrics Test Required | When enabled, candidates must complete the test to be considered for the position. Candidates who don't complete the test won't be shortlisted. | Enable this for roles where personality fit and cognitive abilities are important factors. |
Applications Close Date
This setting determines when applications will stop being accepted and when the automation process begins.
| Setting | Description | Best Practice |
|---|---|---|
| Applications Close Date | Shortlisting occurs after this date. Only applications received before the deadline get job fit reports. If candidates are required to complete a psych test, job fit reports will only be generated after the psych test has been completed. | Set this date at least 1-2 weeks after posting the job to ensure you receive enough applications. |
Shortlist Automation
Shortlisting automation helps you identify the most promising candidates based on job fit scores.
| Setting | Description | Best Practice |
|---|---|---|
| Auto Approve Shortlist | Automatically creates a shortlist based on job fit scores. | Enable this to save time on initial candidate screening. |
| Auto Approve Shortlist Count | Number of top candidates to include in the auto-shortlist. | Set this to 2-3 times the number of candidates you want to interview. |
Virtual Interview Automation
Virtual interviews allow you to evaluate candidates without scheduling live interviews.
| Setting | Description | Best Practice |
|---|---|---|
| Auto Approve Virtual Interview Requests | Automatically invites top candidates (by job fit score) to virtual interviews. | Enable this to streamline the interview process. |
| Virtual Interview Type | Determines the interviewer's communication method:<br>- Text: Max 20 interviews - Audio: Max 5 interviews - Video: Max 3 interviews<br>Note: The candidate will always be recorded on video. | Choose based on your needs:- Text: For high-volume, initial screening>- Audio: For more personal interaction - Video: For roles requiring strong presentation skills |
| Auto Approve Virtual Interview Count | Number of top candidates to invite for virtual interviews. | Typically 3-5 candidates is sufficient for most roles. |
| Virtual Interview Questions | AI will generate interview questions based on the job description and resume. You can enter additional questions or leave blank to use AI-generated questions only. | Add specific questions relevant to your company culture or technical requirements. |
| Virtual Interview FAQ's about job | Add FAQs to enable AI to answer questions about the job/employer. | Include information about company culture, benefits, and specific role details. |
| Virtual Interview Instructions | Instructions included in the virtual interview invitation email. | Provide clear guidance on how to prepare and what to expect. |
| Virtual Interview Deadline | Interviews must be completed by this date to be considered. | Set this 3-7 days after invitations are sent out. |
Best Candidate Selection
This feature automatically selects the top candidate based on job fit scores after interviews.
| Setting | Description | Best Practice |
|---|---|---|
| Auto Approve Best Candidate Selection | Automatically selects the candidate with the highest job fit score after interviews. Job fit scores are updated after the interview. | Use this for standardized roles where objective criteria are most important. |
| Auto Approve Best Candidate Date | Date when the successful candidate will be automatically selected. | Set this a few days after the virtual interview deadline. |
Successful Candidate Instructions
| Setting | Description | Best Practice |
|---|---|---|
| Successful Candidate Instructions | Email content sent to the automatically selected successful candidate. | Include next steps, any required documentation, and contact information for questions. |
Automation Workflow
When you enable automation, the process follows this general workflow:
- Application Collection: Applications are collected until the Applications Close Date
- Psychometric Testing: If enabled, candidates complete psychometric tests
- Shortlisting: The system automatically shortlists top candidates based on job fit scores
- Virtual Interviews: Shortlisted candidates are invited to complete virtual interviews
- Final Selection: The system selects the best candidate based on updated job fit scores
- Notification: The selected candidate receives the instructions you've provided
Troubleshooting
| Issue | Solution |
|---|---|
| "You need to purchase OCJ credits to enable automation" | Purchase additional OCJ credits from the Credits page |
| Automation features are grayed out | Ensure you've checked the "Enable One Click Job" box |
| Cannot set interview count higher than limit | Different interview types have different limits (Text: 20, Audio: 5, Video: 3) |
| No candidates are being shortlisted | Check that your Applications Close Date has passed and candidates have completed any required psychometric tests |
For additional assistance, contact support through the Support page in your dashboard.