Recruiting automations

One switch for all of it: every automation — the eleven emails and the ones added here — and the board changes (Contract Signed → Connecteam has its own, below). Each one can also be switched off on its own, below. They are Off now, because Monday still does all of it; Shadow writes down what would have gone or changed, so the two can be compared for a few weeks; Live does it from the workspace — only after leaving Monday.

Blank uses the workspace's normal sender — the one the clinician invites and the access emails go from. Another address must be on a domain Postmark has verified, or it will be refused.

Preview and Send a test to me fill the email in with this candidate from the copy of the Recruiting board. Nothing is sent to them.

When a candidate's status becomes Contract Signed, a clinician whose Contract Type is Full Time is added to Connecteam, with their Contract Type and Facility set, and gets the Connecteam app invitation. PRN, and anyone whose Contract Type is not clearly Full Time, is not added: they wait for approval on Add people to Connecteam, where an admin or an owner of MOR or Payroll confirms them and ticks whether they get the invitation. Anyone already in Connecteam is left as they are; a near name, a facility Connecteam's Facility list does not have, or a card with no mobile or email waits for approval too.

It has its own switch and does not follow the Mode above — Monday adds nobody to Connecteam, so nothing happens twice. Off does nothing. Test writes down in the log below what it would do for each signing, and adds and holds nobody. On does it. It is saved with the Save bar, like the rest of this page.

Campaigns saved on the Clinician Pipeline to go out by themselves — every 2 weeks, every month or every 3 months, one email each, from the sender above with replies to the campaign's own address. Each has its own switch and does not follow the Mode above, because Monday sends none of them. Off sends nothing. Shadow writes down who each send would have gone to. Live sends — but only words an admin approved here; change anything about it and it sends nothing until it is approved again. Every send reads the board again, never emails anyone marked DNC, and checks Monday minutes before it goes.

One list of the links emails carry. Write {link:payer-enrollment} in a subject, body or notice and it becomes that link's address when the email goes — so when a form moves, it is changed here once and every email that uses it follows. Up to 30.

Monday also files each candidate into the group that matches their status, and stamps the Contract Signed Date when a contract is signed. These are rebuilt here too. Off does nothing. Shadow writes down where it would have moved them, and whether Monday did the same. Live makes the change on Monday through the workspace's Monday connection.

Doing it twice is harmless: a candidate already in the right group is left alone. Start Up Leads has no move — incumbents stay in the roster group they were loaded into. A status set when a candidate is first created doesn't move them, the same as Monday.

The last 100, newest first. In Shadow, nothing is sent or changed: each line is an email Monday should also have sent, or a change Monday should also have made, at the same moment. Open a line to read it.