Copy Recruiting Workflow

Follow these steps to copy a recruiting workflow.

To copy a workflow:

  1. Click D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\copy.gif in the Actions column of the Workflow screen.
  2. On the Step 1: Associations screen, enter a new value in the Workflow Name field.

    By default, this field bears the name of the workflow that you copied. You must change the workflow name, otherwise the application will display an error message upon Save and you will not be able to save the new workflow.

  3. Complete the Association settings.

    Association options from the original workflow are not copied to the new workflow because no two recruiting workflows can have exactly the same associations.

  4. If your organization has enabled the Hourly Portal feature, you can copy a recruiting workflow and have the same associations under Select Associations as long as the For Hourly Portal Use Only check box is selected in the original workflow.
  5. Review the workflow options and edit as needed.
  6. Take one of the following acitons:
    • Click Save to save the workflow in its current state and add it to the table of workflows on the Workflows screen.

    • Click Save as Draft to save the workflow in your Drafts section of the Workflows screen.