Workflows are the roadmap for your hiring process. They guide a candidate's journey from start to finish, showing what needs to happen to qualify, review, and find the best fit for the role.
Start from My Jobs: Head to the "My Jobs" page. Look for the three little dots ⋮ next to the job title you’re working on—click there to open up job details.
Select a Workflow: In the job settings, look for the Workflow section on the right-hand side. You’ll see the default workflow here, and you can either switch to another one or create a brand-new workflow.
Adding or Editing Workflow Stages
Need to customize, add steps, or create a new workflow? Click on the ‘Add new workflow’ link just below the drop down to build or adjust your workflow.
Setting Up Your Workflow
Once you choose a workflow, you can tweak each stage to match the specifics of the job. Here’s what you’ll want to check:
📧 Place your email templates
🗓️ Set due dates
⭐ Adjust rating cards
👥 Assign review and interview teams
🤖 Fine-tune AI screening and scheduling
Pro Tip: Keep It Simple
Make sure your workflow mirrors your hiring process—no extra steps that slow things down. A streamlined process keeps everything running smoothly!