Creating a Job Workflow
Click Job Workflow on the left tab to view and edit your Job Workflows / Pipelines.
Default Interview pipeline template is our standard template. You can only view, not edit this.
To view your Workflows, click into them. Or hit "View" after clicking the 3 dots on the right.
Creating a New Workflow based on a template:
To create a new Workflow based on an existing template, click the blue Add Job Worklow button on the top right.
Give your job workflow a name by typing it in and clicking "Create (Job Name)" when it pops up in the dropdown.
Click Based on Template to toggle on an existing template. Select the template you want to base your new template on. You will now see the Workflow template.
To edit the order of job stages, click and hold the top area of the box to drag and drop the stage to where you'd like it.
Creating a New Workflow from Scratch:
To create a new workflow from Scratch, click the blue Add Job Worklow button on the top right.
Give your job workflow a name by typing it in and clicking "Create (Job Name)" when it pops up in the dropdown.
Leave the toggle on Start from Scratch
To add your first stage, click Add stage
Give your stage a name.
If your stage does NOT include an interview, leave the toggle for Does this stage include an interview and hit Submit on the top right.
If your stage includes an interview, toggle Does this stage include an interview to Yes. You now need to select your Interview Questions template and Scorecard template that you'd like to associate with this interview stage. Hit Submit on the top right.
You can now see your stage at the first stage in your Workflow. Hit Add Stage and repeat until you've added each stage for your workflow.
Editing Your Workflows
Please note you can only edit a Workflow before it has active candidates in it.
You can edit the order of each stage by dragging and dropping the boxes. Click and hold on the top area of the box and drop the stage where you'd like it.
You can edit Job Stage Name, Interview Questions Template and Scorecard, or even include or exclude an interview by hitting Edit when you click the 3 dots on the top right of the box.
To delete a job stage, click the 3 dots on the top right of the box and choose Delete.
That's job workflows!