If your role permits, follow these steps to edit a custom workflow. Built-in workflows cannot be edited.
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 initials > 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.
You can also edit the workflow for a specific job posting, including adding events to stages. See Edit a job posting. Keep in mind that changes made to a workflow for a specific job posting do not affect the workflow template.
Last updated: April 11, 2022
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