Who is this workflow for? Streamline your recruitment process with this n8n workflow template that automates candidate shortlisting in ERPNext. By leveraging AI-powered tools like OpenAI and Google Gemini, this workflow minimizes manual effort, accelerates evaluations, and ensures consistent, data-driven decisions..

What does this workflow do?

Step 1: Set Up ERPNext Webhook

  • Navigate to the Webhooks section in ERPNext.
  • Create a webhook for the Job Applicant DocType.
  • Configure the webhook to trigger on the Insert event.
  • Pin and test the webhook to verify data transmission.

Step 2: Import the Template into n8n

  • Access your n8n instance.
  • Import the provided workflow template file.
  • Review and verify the configuration of all workflow nodes.

Step 3: Configure Credentials

  • Enter your ERPNext API credentials into the ERPNext nodes.
  • Add credentials for AI services such as OpenAI or Google Gemini.
  • Set up additional service credentials for notifications, like WhatsApp or email.

Step 4: Test Resume Validation

  • Upload resumes in various formats (PDF, DOC, JPG) to ensure the workflow correctly processes each type.
  • Verify that improperly formatted resumes are flagged and rejected automatically.

Step 5: AI Evaluation

  • The AI model evaluates each resume against the job description.
  • Customize the AI prompt to align with your specific evaluation criteria.
  • The AI generates a Fit Level (Strong, Moderate, Weak), a Score (0–100), and a Justification for each candidate.

Step 6: Decision Automation

  • Based on the AI-generated scores:
  • Accepted: Candidates with scores of 80 or higher.
  • Rejected: Candidates with scores below 80.
  • On Hold: Applications missing required fields or attachments.

Step 7: Update ERPNext Records

  • Automatically update the Job Applicant records in ERPNext with:
  • Status (Accepted, Rejected, On Hold)
  • AI-generated Fit Level, Score, and Justification.

Step 8: Notify Candidates

  • Configure notification nodes to send updates via email, WhatsApp, or SMS.
  • Inform candidates of their application status and provide feedback if necessary.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automates repetitive tasks, reducing the time spent on manual shortlisting.
  • Accuracy: Utilizes AI to objectively assess candidates against job requirements.
  • Scalability: Handles large volumes of applications seamlessly, ideal for growing businesses.
  • Consistency: Ensures uniform evaluation criteria across all candidates, enhancing fairness.
  • Integration: Seamlessly connects ERPNext with AI services and communication tools for a cohesive recruitment process.

👨‍💻 Who is This Workflow For?

This workflow is designed for HR professionals, recruitment teams, and business owners who use ERPNext for managing job applications. It is ideal for organizations seeking to enhance their hiring process through automation and AI-driven insights without requiring extensive technical expertise.

🎯 Use Cases

  1. High-Volume Recruitment: Manage and shortlist hundreds of applications efficiently during mass hiring events.
  2. Remote Hiring Processes: Automate candidate evaluations and notifications for distributed recruitment teams.
  3. Quality Assurance in Hiring: Ensure each candidate is evaluated consistently against predefined job criteria, maintaining high hiring standards.

TL;DR

This n8n workflow template transforms your ERPNext recruitment process by automating candidate shortlisting with AI precision. Enhance efficiency, ensure consistent evaluations, and maintain professional communication with minimal manual intervention.

For a detailed walkthrough, refer to the YouTube Tutorial or visit the SyncBricks LMS for comprehensive guides and support.

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