Create a Recruiting Workflow

The Recruiting module comes with at least two recruiting workflows for your organization to use. However, your organization may prefer to create workflows from scratch.

To create a new workflow:

  1. Click Create New Workflow.
  2. Complete the steps in the Workflow wizard form.

    The number of steps may vary depending on the features that are enabled for your organization:

    • Step 1: Associations

    • Step 2: Roles

    • Step 3: Form & Approvers

    • Step 4: Statuses

    • Step 5: Resume Submission

    • Step 6: Candidate Process

    • Step 7: User Tasks

    • Step 8: Automated Actions

    • Step 9: Offers

    • Step 10: Onboarding

      Note:

      The steps for Offers and Onboarding only display if the features are enabled for your company.

  3. For each step, you can save your changes by clicking one of the following buttons:
    • Save: This saves the workflow in its current state. You must complete all required fields, otherwise an error message displays and you will not be able to save the workflow in its current state or proceed to the next step of the wizard.

    • Save as draft: This saves the workflow in the Draft section of the Workflows screen. Workflows can be saved as a draft at any point in the creation process without receiving any error messages.