Rulesets

What are Rulesets?

Rulesets are reusable sets of requirements, rules, and actions that streamline your job analysis process. Instead of manually configuring the same settings for each job analysis, you can create a ruleset once and apply it to multiple jobs instantly. This feature saves time and ensures consistency across similar job analyses.

Actions You Can Perform with Rulesets

1. View existing rulesets - Browse all previously created rulesets

2. Create new rulesets - Build custom rulesets with specific requirements, rules, and actions

3. Edit existing rulesets - Modify ruleset configurations as needed

4. Apply rulesets to jobs - Automatically analyse jobs using predefined ruleset settings

5. Customise individual analyses - Make job-specific modifications while maintaining the base ruleset structure

Step-by-Step Instructions

Viewing Existing Rulesets

1. Navigate to the Analyse section

2. Click on the Rulesets button

3. View the list of all previously created rulesets (most recent appears at the top)

Creating a New Ruleset

1. Go to Analyse → Rulesets

2. Click the Create Ruleset button

3. Configure your ruleset by adding:

   • Requirements (e.g., "Does the candidate have an MBA?")

   • Rules (e.g., ability to update statuses based on score)

   • Actions (optional additional automated actions)

4. Give your ruleset a descriptive name (e.g., "Testing Ruleset for Video")

5. Click Save to create the ruleset

6. You'll be redirected to the ruleset's dedicated page

Editing an Existing Ruleset

1. Navigate to Analse → Rulesets

2. Select the ruleset you want to modify

3. Click the Edit Ruleset button

4. Make changes to any section (requirements, rules, or actions)

5. Save your changes

Applying a Ruleset to Jobs

1. From the rulesets view, select your desired ruleset

2. Click Add Jobs

3. Choose your job source:

   • If integrated with an ATS: Select from the pulled job listings

   • If not integrated: Input your job description manually

4. Select the specific job you want to analyse

5. Click Next Step

6. The system will automatically analyse the job using your ruleset's predefined settings

Customising Individual Analyses

When you need to modify settings for a specific job analysis while keeping the base ruleset intact:

1. Open the analysis that was created using a ruleset

2. Navigate to the section you want to modify (e.g., Requirements)

3. Make your desired changes (e.g., add "Speaks a European language")

4. Click Update

5. When prompted, choose your preference:

   • Just this analysis - Applies changes only to the current job (disconnects from ruleset)

   • All analyses in this ruleset - Updates the entire ruleset and all associated analyses

6. Confirm your selection

Key Benefits

• Time Efficiency: Analyse jobs with just two clicks using predefined settings

• Consistency: Ensure standardised evaluation criteria across similar positions

• Flexibility: Maintain the ability to customise individual analyses when needed

• Reusability: Apply the same configuration to multiple jobs without rebuilding from scratch

Important Notes

• When you modify an individual analysis and choose "just this analysis," it becomes disconnected from the original ruleset

• You still benefit from the initial ruleset configuration, but future ruleset updates won't affect that specific analysis

• Rulesets appear in chronological order with the most recently created at the top