Overview

Set up AI interview invites once and have them sent automatically to every candidate who matches — on a single position or across many positions at once. While automation runs, you watch and control it from a live status banner on the position.

• Save time: matching candidates are invited automatically, so you don't schedule each interview by hand.
• Scale coverage: an automation set up for many positions also applies to positions created later.
• Stay in control: pause, resume, or stop automation on your position whenever you need to.

Before you start

Confirm these are in place:

• AI Interviewer and interview guides are set up for the positions you want to automate.
• AI interview automation is enabled for your tenant. Automation that covers many positions by criteria is enabled separately. Both are turned on by Eightfold.
• Recruiter automation is enabled if you want to set up automation yourself on a position.
• For the 360 interview guide option, all modular interview sections must be enabled for your tenant.

Set up automation

You can automate a single position, or set up one automation that covers many positions.

Automate a single position

1. On the position, open the Interview with AI panel and select Automate on the interview guide you want to use.
2. Set the guide, the reviewer who receives the feedback, and any limits you're allowed to change.
3. Select Launch. Automation starts inviting matching candidates for that position.

If a template already applies to your position, you'll see a Set up guide banner instead — pick a guide there to turn the automation on.

Set up automation for many positions

Use this when one automation should cover many positions at once.

1. Open Automation Center and create a workflow.
2. Add the Schedule with Guides action.
3. Choose the interview guide — a specific guide, or a symbolic option such as Recommended, 360 interview, or Position's last used interview, so each position resolves its own guide.
4. Choose the reviewer: Recruiter or Hiring manager.
5. Set the Guardrails: Invites per day, Invite window, Send invites after delay, and Pause invites by stage.
6. Decide whether people can change settings on an individual position with Lock all recruiter edits.
7. Set how it rolls out: Required Workflow (forced on), Activate by default (on everywhere as soon as it's created), or leave it off so it becomes a template that others adopt from their position.

How automation works, and how to manage it

Once automation is running, here's what happens and how you stay in control.

What happens automatically

• When a candidate matches, Eightfold sends them an AI interview invite — no manual scheduling.
• A position runs one automation at a time, so a candidate is never invited twice. You can't start a new automation over one that's already live.

Track and control it from the live status banner

On the position, the live status banner shows how automation is doing:

• Counts for invites, pending, complete, and assistance, plus the day it's on in its run.
• Pause automation and Resume automation hold and restart invites on that position.
• Stop automation ends it. Stop is permanent for that position and asks you to confirm; existing invitations aren't affected, and no new invitations are sent.
• Automation settings lets you review the setup. Stop a running automation before you change its settings.