> ## Documentation Index
> Fetch the complete documentation index at: https://docs.talview.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assessment - Setting Up Auto-Assignment of Evaluators

This article explains how recruiters and master recruiters can create an automation rule in the **Assessment step** of a workflow to automatically assign evaluators to candidates when an assessment invite is sent.

It provides a clear step-by-step guide on configuring triggers, conditions, and actions using Workflow Automation.

***

## Step-by-step Guide

[Automation - Set Up Automatic Evaluator Assignment in Assessments](https://demo.arcade.software/vsw8i1BdLgUpGEZSfcEz?embed\&embed_mobile=tab\&embed_desktop=inline\&show_copy_link=true)

### Step 1: Access the Workflow and Assessment Step

From the main menu, navigate to the **Workflows** section.

Select the workflow where you want to configure evaluator auto-assignment.

Open the **Assessment** step within the workflow.

> Note: This automation is created only for the selected workflow-step and does not apply globally.

### Step 2: Open Workflow Automation Panel

In the Assessment step, locate the **Automation icon** placed beside the **Filters** option.

Click on the Automation icon to open the automation **side panel**.

### Step 3: Create a New Automation Rule

From the side panel, click **+ Create New** to begin setting up a new automation rule.

### Step 4: Configure Trigger (Start When)

Under **Trigger (Start When)**, select:

* **Assessment invite sent**

This trigger ensures the automation is evaluated as soon as an assessment invitation is sent to the candidate.

### Step 5: Configure Condition (Check If)

Under **Conditions (Check If)**, select:

* **Evaluator not assigned**

This condition ensures that the automation runs only for candidates who do not already have an evaluator assigned.

### Step 6: Configure Action (Do This)

Under **Actions (Do this)**, select:

* **Auto-assign evaluator**

From the evaluator dropdown, choose one or more evaluator(s) who should be automatically assigned.

> Tip: Selecting multiple evaluators helps distribute evaluations evenly and avoids overloading a single evaluator.

### Step 7: Activate the Automation

Review the trigger, condition, and action to ensure accuracy.

Click **Activate** to enable the automation.

### Step 8: Verify Automation Creation

Once activated, the automation will appear under the **Current Automations** section within the Assessment step.

This confirms that the rule is active and will execute automatically when assessment invites are sent.

> [!NOTE]
>
> By using this automation, recruiters can ensure evaluators are assigned at the right time, reduce manual intervention, and streamline the assessment evaluation process.

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