You can create custom hiring workflows. These are reusable templates defining the separate stages in the hiring process that you want for any given job vacancy. Once one is created it can be used for any job vacancies that you create in the future.
You may wish to create a hiring workflow for each type of hire, so for example you could have separate hiring workflows for junior hires, middle level management hires, executive hires and technical hires, with the more junior hires having less stages than the senior hires. Additionally, you may want a slightly different workflow for a customer facing hire, for example, with a role playing exercise forming part of the hiring process.
How do I edit a stage in a hiring workflow?
Hiring Workflow Template
Navigate to Settings >> Templates >> Hiring Workflows to see a list of hiring workflows that you can edit.
Select Workflow
Click on the name of a workflow to edit it. You can also use the dropdown arrow next to the title to quickly view the stages to make sure its the right workflow.
Click Edit
Click on the Edit icon to the right of the stage. This will let you edit an individual stage within the hiring workflow.
Make Changes
On the panel to the right, you can make any changes you want to the stage. This could include adding a scorecard, changing the name, or editing the workflow group. For a full list of options, check out this article.
Save Stage
Once you are done, don't forget to click on the Save Stage button at the bottom.
These changes will now be applied to any new job that uses this hiring workflow.
FAQs and Troubleshooting
Will changing a template update existing jobs?
No, changing a hiring workflow template will not update existing jobs that use that template. If you would like to update an existing job to use a new workflow, you can re-assign the hiring workflow. This can be done by going to the job, clicking Edit >> Edit Stages, and selecting the Re-assign Hiring Workflow button.
On the left, you will have an option for each current stage, with the option to pick the new stage on the right. This will then move any candidate's in that current stage to their new stage.