Modifying Analysis Requirements, Rules and Actions

Last updated: July 28, 2025

Feature Overview

After creating an analysis and viewing the results on your dashboard, you may need to make adjustments to improve the accuracy or effectiveness of your candidate evaluation. The platform allows you to modify three key components of any existing analysis: Requirements (evaluation criteria and weighting), Rules (automated status changes based on performance), and Actions (automated responses like emails or campaign assignments). All modifications trigger real-time reanalysis of candidates, ensuring your results always reflect your current configuration.

Available Actions

This feature enables you to perform the following actions:

  1. Modify requirements - Edit criteria, weighting, and mandatory status

  2. Add or remove requirements - Expand or reduce evaluation parameters

  3. Configure automated rules - Set up status changes based on candidate performance

  4. Create custom actions - Automate responses based on analysis outcomes

  5. Real-time reanalysis - Update candidate evaluations immediately after changes

  6. Manage candidate statuses - Control how candidates are categorised based on performance

  • Step-by-Step Instructions

    Modifying Requirements

    Editing Existing Requirements

    1. Access Requirements: Click on "Requirements" in your analysis dashboard

    2. Review Current Setup: View all requirements currently assigned to the analysis

    3. Edit Individual Requirements: For each requirement, you can:

      • Modify the requirement text and criteria

      • Adjust the weighting to change its importance in the overall score

      • Toggle mandatory status to determine if it's required or optional

    4. Save Changes: Click "Save Requirements" when satisfied with modifications

  • Adding New Requirements

    1. Add Requirements: Click "Add Additional Requirements"

    2. Configure New Criteria: Set up the new requirement parameters

    3. Set Weighting and Status: Define importance and mandatory/optional status

    4. Apply Changes: Click "Updates" to trigger reanalysis

  • Removing Requirements

    1. Select Requirements: Choose requirements you want to remove

    2. Delete: Click the delete option for unwanted requirements

    3. Confirm Removal: Verify the deletion

    4. Update Analysis: Click "Updates" to reprocess candidates

  • Real-Time Reanalysis Process

    1. Automatic Trigger: System immediately begins reanalysing all candidates

    2. Progress Monitoring: Track reanalysis progress (e.g., "reanalysing all 28 candidates")

    3. Updated Results: Numbers across tabs update in real-time

    4. Completion: Review updated candidate counts and statuses

  • Configuring Rules

    Understanding Rules

    Rules automatically change candidate statuses based on their analysis performance and scores.

    Adding New Rules

    1. Access Rules Section: Navigate to the Rules area of your analysis

    2. Add Rules: Click "Add Rules"

    3. Configure Parameters: Set up rule conditions, such as:

      • Performance Criteria: Define what triggers the rule (e.g., "mandatory requirements met")

      • Score Thresholds: Set minimum scores (e.g., "scores above 70%")

      • Status Assignment: Choose resulting status (e.g., "marked as shortlisted")

  • Example Rule Configuration

    • Condition: "If mandatory requirements are met"

    • AND Score: "Anyone that scores above 70%"

    • THEN Action: "Should be marked as shortlisted"

  • Saving Rules

    1. Review Configuration: Verify rule parameters are correct

    2. Save Rules: Click "Updates" to activate the new rules

    3. Add Multiple Rules: Repeat process for additional automation rules

  • Configuring Actions

    Understanding Actions

    Actions automatically execute specific tasks based on analysis outcomes, such as:

    • Committing changes to your ATS

    • Sending candidates to marketing campaigns

    • Triggering email communications

  • Adding New Actions

    1. Access Actions Section: Navigate to the Actions area

    2. Review Existing Actions: Check currently configured actions (e.g., rejection emails)

    3. Add Additional Actions: Click to create new automated actions

    4. Configure Action Parameters: Set up action triggers and outcomes

  • Example Action Configuration

    • Trigger: "If candidate status is shortlisted"

    • Action: "Add to specific campaign"

    • Target: Select the appropriate campaign

  • Saving and Executing Actions

    You have two options when saving actions:

    Option 1: Save Only

    1. Click "Save Only"

    2. Result: Configuration is saved but not immediately executed

    3. Use Case: When you want to set up actions for future use

  • Option 2: Save and Action

    1. Click "Save and Action"

    2. Result: Configuration is saved AND immediately executed

    3. Immediate Effects:

      • Rejected candidates receive rejection emails

      • Shortlisted candidates are added to campaigns

      • ATS updates are committed

    4. Use Case: When you want immediate implementation

  • Monitoring Results After Modifications

    Status Updates

    1. Automatic Processing: System applies new rules to all candidates

    2. Status Changes: Candidates meeting new criteria receive updated statuses

    3. Real-Time Updates: Dashboard reflects changes immediately

  • Verification Process

    1. Check Candidate Counts: Verify numbers match expectations

    2. Review Individual Profiles: Click on specific candidates to confirm:

      • Status Updates: Verify correct status assignments

      • Action Execution: Confirm actions were performed (e.g., campaign enrollment)

      • Communication Tracking: Check if automated messages were triggered

  • Example Verification

    • Rule: Candidates scoring above 70% marked as shortlisted

    • Result: Only qualifying candidates receive shortlisted status

    • Action: Shortlisted candidates automatically added to campaign

    • Confirmation: Campaign conversations initiated for qualified candidates

  • Important Considerations

    Real-Time Processing

    • All changes trigger immediate reanalysis of all candidates

    • Processing time varies based on candidate volume

    • Dashboard updates automatically reflect new results

  • Rule Sequencing

    • Rules are applied in the order they're created

    • Multiple rules can affect the same candidate

    • Consider rule interactions when creating complex workflows

  • Action Execution

    • "Save and Action" immediately executes configured actions

    • Actions cannot be undone once executed

    • Test configurations carefully before applying to live campaigns

  • Best Practices

    Requirement Modifications

    • Test changes on a small subset before applying broadly

    • Consider the impact of weighting changes on overall scores

    • Ensure mandatory requirements align with actual job needs

  • Rule Configuration

    • Start with simple rules before creating complex logic

    • Monitor rule performance and adjust thresholds as needed

    • Document rule logic for future reference

  • Action Management

    • Use "Save Only" for initial setup and testing

    • Verify all action parameters before using "Save and Action"

    • Monitor action execution results for quality assurance

  • Quick Reference

    Three Modification Types:

    1. Requirements: Edit criteria, weighting, mandatory status

    2. Rules: Automate status changes based on performance

    3. Actions: Trigger automated responses and integrations

  • Update Process: Modify → Save → Updates → Real-time Reanalysis → Verify Results

    Action Execution Options:

    • Save Only: Configuration saved for later use

    • Save and Action: Immediate execution of configured actions