> ## 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.

# How to configure auto-assign rules for Assessment steps?

Workflow Tools platform allows recruiters to configure **automation rules** at the assessment step level within a workflow. Using these rules, evaluators can be automatically assigned to candidates when specific conditions are met.

A common use case is **auto-assigning evaluators as soon as a candidate is tagged to an assessment step**, ensuring no candidate remains unassigned and evaluations start without delay.

Each automation rule consists of:

* **Trigger** – When the rule should run
* **Condition(s)** – Criteria that must be met
* **Action(s)** – What should happen when the trigger and conditions are satisfied

This article provides a step-by-step guide to automatically assign evaluators to candidates as soon as they are added to an assessment step, reducing manual effort and ensuring timely evaluations.

***

## Step-by-step Guide

[Set Up Auto-Assign Evaluator Automation for Candidate Assessments](https://demo.arcade.software/pc98S7UOuAqqDutEsOhk?embed\&embed_mobile=tab\&embed_desktop=inline\&show_copy_link=true)

### Step 1: Access the Workflow

* Navigate to the **Workflows** section from the main menu.
* Open the workflow where you want to configure the assessment automation.

### Step 2: Navigate to the Assessment Step

* Click on the relevant **Assessment step** within the workflow.
* In the assessment step view, locate and click on the Automation icon next to the **Filters** option to get started.

### Step 3: Create a New Automation Rule

* Click **Create New** to add a new rule.
* You will be prompted to configure the trigger, conditions, and actions.

### Step 4: Configure the Trigger

* In the **Trigger** section, select:

  **Assessment invite sent**

This ensures the rule runs when a candidate is added to the assessment step and the assessment invite is sent.

### Step 5: Configure the Condition

* In the **Condition** section, select:

  **Evaluator not assigned**

This ensures the rule applies only to candidates who do not already have an evaluator assigned.

### Step 6: Configure the Action

* In the **Action** section, select:

  **Auto-assign evaluator**
* Search for and add one or more evaluator(s) from the list.
* These evaluators will be automatically assigned when the rule is triggered.

### Step 7: Activate the Rule

* Review the rule configuration.
* Click **Activate** to enable the rule.

Once activated, the rule is applied **only to this assessment step within the selected workflow**.

### Step 8: Viewing Created Automations

* Once the automation is created and activated, it will appear under the **Current Automations** section in the automation side panel.
* Recruiters can view, manage, or deactivate existing rules from this section at any time.

> [!TIP]
>
> ### How the Auto-Assign Rule Works
>
> * A candidate is added to the assessment step.
> * The **assessment invite is sent**.
> * If **no evaluator is already assigned**, the rule triggers automatically.
> * The configured evaluator(s) are assigned to the candidate without any manual intervention.

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