Job Workflows are reusable templates that define the stages of a job’s hiring process, including interviews, scorecards, and candidate review.
They save time, maintain consistency, and help teams follow best practices across multiple roles.
Job workflows can only be managed by Admin users.
Creating a Job Workflow
Go to Settings → Customisation → Job Workflows.
Click Add Job Workflow (top right).
Enter a Workflow Name.
Choose to build from scratch or start from an existing template.
Building a Template from Scratch
Click Add Stage to create your first stage.
Enter a Stage Name.
Configure optional settings:
Bulk candidate review – review multiple candidates at once
Send an Offer – can only be set for one stage per workflow
Anonymised Candidate Screening – redacts candidate info (interviews disabled)
Toggle Include an Interview if needed:
Select an Interview Questions Template
Select a Scorecard Template
Assign a Scheduling Template if required
Click Submit to save the stage.
Repeat steps 2–6 for additional stages.
Click Save (top right) to save the workflow.
Custom workflows ensure every job follows the same process and standards.
Start from an Existing Template
Toggle Based on Template on.
Select a template from the dropdown.
Workflow stages load automatically.
To reorder stages, drag and drop the stage boxes.
To edit a stage, click the stage box, update details in the panel, and click Submit.
Click Save to save the workflow.
Quickly reuse proven workflows while tailoring stages if needed.
2. Editing a Workflow
Go to Settings → Customisation → Job Workflows.
Click the ellipsis (…) → Edit next to the workflow.
Reorder Stages
Drag and drop stage boxes to the desired order.
Edit a Stage
Click the stage card
Update fields in the panel
Click Submit
Delete a Stage
Click the bin icon on the stage
Click Delete to confirm
3. Enable Offers in a Workflow
Find the workflow under Settings → Job Workflows.
Click ellipsis (…) → Edit.
Select the stage where offers should be sent.
Toggle Do you want to send an Offer at this stage? to Yes.
Click Submit (for the stage) and Save (for the workflow).
Integrates with Signable Offers, streamlining the offer process directly from the workflow.
