The new Date Type Fields in Advanced Search—"Today," "Tomorrow," and "Yesterday"—help you streamline your workflows, automate timely notifications, and take action based on specific dates.
The new fields allow you to create saved searches for candidates, contacts, or jobs based on specific date triggers. These saved searches can be used to automate tasks like sending emails, reminders, or follow-ups based on date-based events.
In this article, we will showcase how you can set up the saved searches for different use cases and then how you can create a recipe for them.
Possible Use Cases for the Date Type Fields:
1. Birthdays/Work Anniversaries
You can create a segment of candidates and contacts whose birthdays or anniversaries are today and send an automated email wishing them.
Note: As a prerequisite, ensure you have the Birthday and the work Anniversary saved as a custom field in the profiles.
How to set up the saved search?
Head to Candidate or Contact Advanced Search based on who you want to send the email.
Click on '+Add filter' and select the custom field that has the birthday or the work anniversary stored.
Once you choose the filter, select the 'is' option under Relative fields and match it to Today from the dropdown.
Also, verify whether you want to match it in DD-MM format or DD-MM-YYYY format and click on 'Done'Once you get the list of profiles, click on 'Save this search' > give it a Search Name and click on 'Save'.
2. Interview Reminders
You can set reminders or send notifications when an interview is scheduled for today or tomorrow.
How to set up the saved search?
Head to candidate advanced search > and choose the first filter as 'Job' and select 'is set' from the dropdown.
This will ensure that the segment only has candidates that are currently added in a Job pipeline.Click on '+Add filter' again, and select 'Current Stage (Category)' as the second filter. In the dropdown select 'is one of' as an option and select all the interview stage categories you want to be alerted for.
You can even select 'Stage' as the filter here if you want to specifically get alerted for certain job stages.Now, add a third and final filter of 'Latest event' > select 'is' from the dropdown and choose Tomorrow. You can choose to match it in your specified date format.
This will ensure that your segment has all the candidates who have an event scheduled the next day for your defined job stage.Finally, click on 'Save this search' > give it a Search Name and click on 'Save'.
3. Job Start Dates
Track candidates who are starting a job today or tomorrow and follow up to check how their first day went.
Note: As a prerequisite, ensure you have the Job Start Date saved as a custom field in the profiles.
How to set up the saved search?
Head to Candidate Advanced Search and click on '+Add filter' and select the custom field that has the Job Start Date stored.
Once you choose the filter, select the 'is' option under Relative fields and match it to Tomorrow from the dropdown.
Also, verify whether you want to match it in DD-MM format or DD-MM-YYYY format and click on 'Done'Once you get the list of profiles, click on 'Save this search' > give it a Search Name and click on 'Save'.
How to Set Up the Recipe?
Head over to the Recipes section in your Recruiterflow account.
Click on "+ New Recipe" and give a name to it.
Select "A Candidate/Contact Enters Saved Search Results" as the trigger.
Choose the Saved Search name from the drop-down.
Based on the automation, you can choose the Filters and Action Steps like Send email, Create Task, Send Slack Notification, etc.
