Duplicating a Candidate Selection Workflow

Before you start

Configuration > [Recruiting] Administration > Candidate Selection Workflow

Here's what to do

  1. Click the Workflows tab.
  2. Click on a candidate selection workflow.
  3. Click Duplicate.
  4. Enter a name for the new candidate selection workflow and translate it in all available languages.
  5. Enter a code, comments, and description.
  6. Select Default if you this workflow to be the default one when users create a requisition.
  7. Review the current steps in the workflow.
    1. Remove the steps that are not necessary. Select the checkbox next to a step, then click Remove.
    2. Add new steps if necessary. Click Add..., select the desired step, then click Add.
    3. Reorder steps if necessary. Select a position (number) in the list for each step, then click Reorder.
    4. Review the properties of each step.
      "Mandatory" indicates that the step is required to be completed.
      "Restricted" prevents a step from being visible in the Recruiting Center candidate list for those who do not have the permission to see restricted steps. If you make a step Restricted, you must also set the permission "View candidates in steps whose confidentiality level is "Restricted".
      "Allow" allows users to move candidates from one step to another and to complete unfinished tasks at a later time on the selection process.
    5. Set notifications so that users receive a message when a step is reached by a candidate. Select a recipient, then select a message template.
    6. Click Done.
  8. Click Done.