Advanced Workflow: Vincere.

Advanced Workflow: Vincere.

Advanced workflow

Topics Covered

 

• About?
• Prerequisites for adding Advanced Workflows
• Getting started with Advanced Workflows
• Frequently asked questions

About:

As an admin user, you can automatically push candidates and/or contacts that are created or updated in Vincere into Cadence, according to a set of rules that you choose. In other words, this feature allows a newly created and updated contact or candidate to be automatically imported into a specific cadence based on rules defined in Advanced Workflow.

 

Prerequisites for adding an Advanced Workflow:

• You are connected as a Super Admin/Admin in Cadence
• The Vincere account must be connected.
• Vincere fields must be mapped.

Getting started with Advanced Workflows

• Step 1: Go to the Settings page > General Settings > Scroll down to the Workflow Section.

 

• Step 2: Add Workflow - Now click on the Add Workflow button, then select Advanced Workflow from the dropdown.

• Step 3: Workflow Name: Give your workflow a name.
• Step 4: Choose the trigger from here: Choose among two different triggers. Besides each drop-down option of triggers, a label identifies to whom the field belongs.

When a contact is added to org.

If a field has a Contact label, it means it is a Vincere contact field. If a field has a User label, it means the field is related to the Vincere user. For example, in the below picture: Stage status is a contact-related field from Vincere, whereas ID is a Vincere user-related field.

When a contact is added to org: 

If a field has a Candidate label, it means it is a Vincere candidate field. If a field has a User label, it means the field is related to the Vincere user. For example, in the below picture: Umbrella company Id is a candidate-related field from Vincere, whereas Id is a Vincere user-related field.

 

When a contact is updated:

When a contact is updated in Vincere and the updates match the rules that you have defined in the workflow, then this contact will be imported automatically into the chosen Cadence.

 

 

When a candidate is updated:

When a candidate is updated in Vincere and the updates match the rules that you have defined in the workflow, then this contact will be imported automatically into the chosen Cadence.

 

When a job submission is made: When a Candidate applies for the job and matches the rules you have defined in the workflow, this candidate will be imported automatically into the chosen Cadence.

 

When a job submission is updated: When a job submission is updated and when the candidate moves from the application stage to different stages such as shortlisted, sent, first interview, etc. and the condition matches the rules that you have defined in the workflow, then this contact will be imported automatically into the chosen Cadence.

• Step 5: Adding Conditions - Here, you can make your set of rules/conditions and give a value to be checked. If the conditions are satisfied, it will perform the final action of the workflow. For example: In the below picture, the given condition is: If the first name of the contact Equals XYZ then it will satisfy the workflow condition and move forward to perform the last action.

 

• Step 6: Select a Cadence - Select any Cadence from Personal, Company, where you wish the Candidate/contact to get added.

• Step 7: Add new rule - Select the Add new rule button when you are done adding conditions. If all the conditions of the workflow are satisfied, then it will add the prospect to the selected cadence.

 

• Step 8: Once the new rule has been created, the advanced workflow is ready to use. By enabling or disabling the button on the right-hand side of the newly constructed advanced workflow, you may now activate and deactivate the specific advanced workflow.
• Case 1: Enabling the button: If this button is toggled on, the specified advanced workflow is active and will function.

 

 

• Case 2: Disabling the button:  This advanced workflow is not active and will not function if this button is toggled off.

 

 

Frequently Asked Questions

 

• Q. What does And/Or denotes?

Ans. AND/OR represents the logical operation. You can either choose AND or OR. AND evaluates both conditions must be true for the overall condition to be true. OR evaluates any one condition must be true for the overall condition to be true

 

• Q. How many sub-nodes can we add into one condition?

Ans. As shown in the below picture as well, We can add a maximum of 3 sub-nodes to a single condition. To add a sub-condition, you can click on the + icon which is beside the delete icon.