Deltek Talent Management

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Recruiting Workflow

A recruiting workflow is an engine that runs the entire job posting-to-hire process.

These workflows are created by the site administrator. This section explains how they affect your recruiting process.

Processes

Process	Details
Job Posting Process	When you create a requisition, the form you complete is designated in the workflow. If multiple workflows are used and different forms are designated in other workflows, you may be presented with different forms when you create requisitions. If an approval chain is required, the workflow can dictate what that will be or allow the recruiting user to select approvers. When a requisition changes, status is something that the workflow can also control.
Job Seeker Application Process	When job seekers apply to a job posting, the form they complete and the steps in the application process are all defined in the workflow.
Candidate Status Selection Process	The application stages or Status that you set for candidates, such as Phone Screen or Interview, are also designated in the workflow. You can see these on the candidate’s Résumé Dashboard on the Workbench tab in both the Statuses and Recruiting Workflow sections. Also, tasks can be assigned to specific candidate statuses. For example, the Select an Interview Form task can be assigned to the Interview status. When you put the candidate into that status, this task will appear for you under the Tasks section in the Résumé Dashboard. When a candidate is extended an offer, the Initiate the Offer Management Process task is often assigned to the Offer Extended status. These tasks provide quick links that allow you to take the necessary action.
Automated Processes	It is possible to set the workflow to automatically perform certain things based on actions taken or based on outcomes to an event. It can be set up so that when a candidate is put into a declined status, the system automatically sends him a letter. It's also possible for someone to be notified when a candidate is placed into a particular status. It's important to know what all of the automated actions are to limit duplicated efforts. See your Site Administrator for this information.
Job Offer Process	The offer details form you complete when issuing a job offer is designated in the workflow. Also, the approval chain can be defined as well as the actual offer letter used when you initiate the offer to a candidate.
Onboarding Process	The forms and documents used during the onboarding process can be designated in the workflow, as well as the ability to allow the recruiting user to add more documents or skip sections entirely.

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Recruiting Workflow

A recruiting workflow is an engine that runs the entire job posting-to-hire process.

These workflows are created by the site administrator. This section explains how they affect your recruiting process.

Processes

Process	Details
Job Posting Process	When you create a requisition, the form you complete is designated in the workflow. If multiple workflows are used and different forms are designated in other workflows, you may be presented with different forms when you create requisitions. If an approval chain is required, the workflow can dictate what that will be or allow the recruiting user to select approvers. When a requisition changes, status is something that the workflow can also control.
Job Seeker Application Process	When job seekers apply to a job posting, the form they complete and the steps in the application process are all defined in the workflow.
Candidate Status Selection Process	The application stages or Status that you set for candidates, such as Phone Screen or Interview, are also designated in the workflow. You can see these on the candidate’s Résumé Dashboard on the Workbench tab in both the Statuses and Recruiting Workflow sections. Also, tasks can be assigned to specific candidate statuses. For example, the Select an Interview Form task can be assigned to the Interview status. When you put the candidate into that status, this task will appear for you under the Tasks section in the Résumé Dashboard. When a candidate is extended an offer, the Initiate the Offer Management Process task is often assigned to the Offer Extended status. These tasks provide quick links that allow you to take the necessary action.
Automated Processes	It is possible to set the workflow to automatically perform certain things based on actions taken or based on outcomes to an event. It can be set up so that when a candidate is put into a declined status, the system automatically sends him a letter. It's also possible for someone to be notified when a candidate is placed into a particular status. It's important to know what all of the automated actions are to limit duplicated efforts. See your Site Administrator for this information.
Job Offer Process	The offer details form you complete when issuing a job offer is designated in the workflow. Also, the approval chain can be defined as well as the actual offer letter used when you initiate the offer to a candidate.
Onboarding Process	The forms and documents used during the onboarding process can be designated in the workflow, as well as the ability to allow the recruiting user to add more documents or skip sections entirely.