Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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 or edit a workflow:

  1. On the Workflows screen, click Create New Workflow or click the More Options iconMore Options and click Edit.
  2. Complete or modify information on 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: If you are creating a new workflow, 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.