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This is a short overview of steps to take and consider when creating a Candidate
Selection Workflow.
If you never did this before and go to the user guides, it might seem a bit
overwhelming, Thats why I thought it would be useful to have a resume with the
most important things to consider when you quickly want to set something up.
In the example below you can see for example that on the top row I defined the
steps with under them all the different statuses related to those steps that I would
like to define in the system.
I used different colour codes for the step progression levels (will explain later), and
the different symbols for status change buttons (also later).
On this screen we can the tabs to create/relate Workflows, Steps, Statuses, Actions,
Qualifiers (groups) And forms. If you dont know what they are, go back to the first
page for an explanation.
So what we want to do is to start with Statuses, (smallest pieces), and then create
steps and link the statuses to the steps, then create the CSW and link the steps to
the CSW.
Click Done, and thats it! Congratiolations you just created a step.
This will bring a pop-up with all the statuses defined in the system. Simply tick the
ones you want to add to this step and press add.
Now you linked the statuses to the steps!
Initial step: The default status is used when a candidate reaches the step.
Step progression level: provides you extra options to the steps: e.g. in progression:
option move is not available to the user at this point.
Status change buttons:
So here you can link qualifiers to the status, and make it mandatory or optional for a
recruiter/hiring manager to pick one.
Same For Comments: when a candidate reaches this status, you can make it
mandatory or optional for a recruiter/hiring manager to leave a comment.
Automatic Progression: This functionality allows candidates to reach this status
automatically when certain conditions are met. For example, here we can create a
condition, that when assessment has a score of hire then 80%, the candidate moves
automatically to this status.
Step 2e: Create a Workflow
Go to the Workflows tab, click New
Enter Name Code Comments and a description and make it available.
Click done.
After adding the correct Requisition type to the workflow, this workflow is available
to use! (For that specific requisition type of course.