Creating a Step

Before you start

Configuration > [Recruiting] Administration > Candidate Selection Workflow

Here's what to do

1. Click the Steps tab.
2. Click New...
3. Enter a name for the new step and translate it in all available languages.
4. Enter a short name (which appears on the Step tab in the Candidate List of Recruiting), code, and comments.
5. Complete the Step Information field if you want to provide custom instructions for the step.
   Only one text can be entered for each step for each language. A maximum of 1000 text based characters is supported. HTML, rich text format (RTF) and hyperlinks are not supported.
6. Select a reference model. Reference models are used to map steps to reports, emails, EEO status settings in Regulations as well as to other functions used throughout the application. They are also used to determine the status that will trigger the Employment Equity Information (USA) recruiting setting.
7. Click the Statuses Usage tab.
   The Rejected and Declined statuses are present by default; they can be removed if desired.
8. Add statuses to the step.
   1. Click Add...
   2. Select statuses.
   3. Click Add.
9. Reorder statuses.
   1. Select a position (number) in the list for each status.
   2. Click Reorder.
10. Click the Statuses Usage tab.
11. Review the actions tied to the step.
    1. Remove the actions that are not necessary. Select the checkbox next to an action, then click Remove.
    2. Add new actions if necessary. Click Add..., select the desired action, then click Add.
    3. Reorder actions if necessary. Select a position (number) in the list for each action, then click Reorder.
12. Click Done.