Job Workflows are reusable templates that define the structure of a job’s hiring pipeline, including each stage of the hiring and interview process. They help ensure consistency across roles by allowing teams to apply the same workflow when creating multiple jobs. Ultimately saving time and maintaining consistency, and best practices.
Who can do this? Admin Only
1. Creating a Job Workflow
Navigate to Settings > Job Workflows.
Click Add Job Workflow in the top right.
Enter a Name for your workflow.
You can now choose between building a template from scratch, or starting from an existing template.
1.1 Building a Template from Scratch
Keep the Based on Template toggle off.
Click Add stage to add your first workflow stage.
Enter a name for your stage.
Toggle yes/no for the following optional settings:
Bulk candidate review process - Enables the option to bulk review candidates in this stage of the job pipeline
Send an Offer in this stage - Only available for one stage per workflow.
Anonymised Candidate Screening - Redacts candidate information for this stage. Note: Interviews are disabled for stages where candidate data is anonymised.
Choose whether the stage includes an interview. If it does:
Toggle "Does this stage include an interview" to Yes.
Select an Interview Questions Template
Select an Scorecard Template
Toggle Do you want to assign a Scheduling Template to this stage? to Yes if you want to select a Scheduling Template.
Click Submit to save this stage.
Repeat all of Steps 2 to 6 to add more stages to this job workflow.
Once you've completed your workflow, click Save in the top right.
1.2 Start from an Existing Template
Toggle on Based on Template on.
Select the template you want to use from the dropdown.
The workflow stages will load automatically below.
To rearrange stages, click and hold the top of a stage box, then drag and drop it to your desired position.
Click on the stage you want to edit. (Optional).
Update the stage details in the panel below as needed.
Click Submit in the top-right corner of the stage details to save your changes.
When ready, click Save to save the Job Workflow.
2. Editing Your Workflows
Find the Workflow you want to edit.
Under Settings > Job Workflows.
Find the workflow you want to edit.
Click the ellipsis menu (...) next to the workflow and select Edit.
To reorder stages.
Click and hold the top area of a stage box, then drag and drop it to your desired position.
To edit a stage.
Click the stage card, this will open the stage information below.
Edit the fields as needed.
Click Submit in the top right of the stage info.
To delete a stage.
Click the bin icon in the top-right corner of the stage box.
Click Delete to confirm.
3. Enable Offers in your Job Workflow
To use our Signable Offers feature, you'll first need to enable offers for one of the stages of your Job Workflow.
Find the Workflow you want to enable Offers for
Under Settings > Job Workflows.
Find the workflow you want to edit.
Click the ellipsis menu (...) next to the workflow and select Edit.
Select the stage you want to enable offer to be sent at
Toggle Do you want to send an Offer at this stage? to Yes.
Click Submit to save this stage.
Click Save to save the Job Workflow.
