If your role permits, follow these steps to edit a custom workflow. Built-in workflows cannot be edited.
NOTE: If you’ve used the custom workflow for any job postings, those job postings will be retroactively updated to reflect your changes.
To edit a custom workflow
In the upper-right corner, select your name > Settings.
On the Workflows tab, find the workflow you want to edit and select Edit.
Edit the workflow as needed, using the techniques described in Add a custom workflow.
Add, rename, re-order, and delete stages, as needed.
Add, edit, and delete stage items, as needed.
When finished editing:
If you edited only stage items, you’re all set. Your edits have already been saved.
If you added, edited, or moved any of the stages, select Save Workflow.
NOTE: You can also edit the workflow for a specific job posting, including adding events to stages. Keep in mind that changes made to a workflow for a specific job posting do not affect the workflow template.
Last updated: August 09, 2021
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