Think of workflows as the steps guiding your candidate interview journey! They define what kind of interactions and information you collect to help find the perfect fit for your team.
The best part? You can create as many different workflows as you need—whether it's by department, position type, or just to suit your unique hiring process.
Who Can Access Workflows?
To access Recruiting Settings, you’ll need to be an Admin or Mega Admin—so if that’s not you, please reach out to your administrator for assistance.
Finding Your Workflows
Click on the settings gear ⚙️ in the bottom left corner.
Select Recruitment Settings from the menu.
Navigate through the different sections using the list on the left.
*We’ve already set up a default workflow for you to spark some inspiration. Feel free to tweak it to your liking! Any new workflow you create will start with this base structure.
Creating & Customizing Workflows
Creating a New Workflow
Want to build a fresh workflow? Easy! Click the “+” button at the top of the workflow list, and boom—you’ve got a new one to customize! 🔥
Adding a New Stage
Between non-default stages, you’ll see a “+” button. Click it to create a new stage, name it, and pick its type. 🚀
Editing a Stage
Spotted something that needs a tweak? Click the pen & paper ✎ icon next to a stage to edit it. Don’t forget to hit “Save Changes” at the bottom! ✅
Deleting a Stage
Need to remove a stage? Click the X icon next to it. Don’t worry! A confirmation will pop up to make sure you really want to delete it.
Pro Tip: Deleting a stage won’t affect workflows of existing jobs—only future ones using the same workflow.
Stage Visibility
By default, candidates in each stage are only visible to Hiring Managers & above. Want Reviewers to see a stage (like Interview or Review)? You can toggle visibility settings in Recruiting Settings or adjust them per job inside Job Settings.
Stage Types & Due Dates
Each Stage Type can have different actions, automations, or AI features to make your hiring process smarter and more efficient! 🤖✨ This is all customizable in Job Settings—so every candidate gets a personalized experience at scale.
Remember: Your workflows are here to make hiring easier and more organized. So tweak, edit, and customize as needed to find the best process for you!
Got questions? Reach out to support—we’re always happy to help! 😃