Example: Set Up a HiredScore Open Tasks Template

This example illustrates:

How to configure the template for the Open Tasks message that is triggered by the Hiring Manager Talent Advisor Collaborator (also known as HMTAC or the HM-TA Collaborator) functionality in Microsoft Teams.

The impact of this configuration in MS Teams.

Your organization uses the HMTAC functionality to facilitate team communication about specific requisitions. It triggers the sending of messages in MS Teams at various stages throughout the process. You want to customize the Open Tasks message template, which prompts the hiring manager to review their open tasks across different hiring phases, such as new candidates to screen, assessments to review, or candidates awaiting interview.

The contents of the Open Tasks message updates in real time (without sending a new Open Tasks message) as the status of each candidate changes.

Customization needs to include:

A schedule that triggers the message according to preferences. Example: Every Monday and Wednesday at 09:00AM.

An introductory sentence.

The specific job application steps in each phase that must be flagged in the message.

A short description of each job application step.

A button label that prompts an action for the hiring manager.

After configuration is complete, the message should display as follows in MS Teams:

Your implementer must complete the steps to configure and authenticate the HiredScore and MS Teams integrations in Workday.

Changes submitted on this tab impact your account's configuration in HiredScore and existing configurations (including custom rules or filters) are overridden. Changes can take up to 30 minutes to display in the HiredScore UI. In some cases, this may take longer.

Access the

HiredScore Tenant Setup

task in Workday.

On the

HM <> TA Collaborator

tab, select the

Open Tasks Template

sub-tab.

Click

Edit

Select the

Enable in HM-TA Collaborator

check box to ensure that any changes you make on this task are effective in MS Teams after submitting them in Workday.

Enter and select the desired values, for example:

Field	Value
Schedule	Monday Thursday
Time (In UTC)	9:00 AM
Intro Sentence	Here are your pending tasks:

In the

Phase 1

section, enter and select these these values:

Field	Value
HM Phase Label	Hiring Manager Screen
Job Application Steps	Select the Job Application Steps for the Hiring Manager Dashboard phases to determine the hiring manager steps that trigger the action.
Step Description	New candidate profiles are ready for screening.
Button Label	Screen

In the

Phase 2

section, enter and select these these values:

Field	Value
HM Phase Label	Assessment
Job Application Steps	Select the Job Application Steps for the Hiring Manager Dashboard phases to determine the hiring manager steps that trigger the action.
Step Description	New candidates’ assessments are ready to be reviewed.
Button Label	Assess

In the

Phase 3

section, enter and select these these values:

Field	Value
HM Phase Label	Scheduling Interview
Job Application Steps	Select the Job Application Steps for the Hiring Manager Dashboard phases to determine the hiring manager steps that trigger the action.
Step Description	New candidates are pending interview scheduling.
Button Label	Propose

In the

Phase 4

section, enter and select these these values:

Field	Value
HM Phase Label	Interview
Job Application Steps	Select the Job Application Steps for the Hiring Manager Dashboard phases to determine the hiring manager steps that trigger the action.
Step Description	New candidates are pending their interview.
Button Label	Interview

Click

Done

(Optional) You can add translations for supported languages by selecting

Add Translation

in the

Translations

section.

Select the language you want to add and provide the translated text for both the

Message Title

and

Message Body

fields.

Verify that any dynamic parameters in the original message are maintained in all translations.

After you add translations, verify that the message renders correctly in the Adaptive Cards Designer and that all parameters and links are correct.

Hiring managers receive the message illustrated in the screengrab every Monday and Thursday at 09:00AM: