Edit a custom workflow

If your role permits, follow these steps to edit a custom workflow. Built-in workflows cannot be edited.

To edit a custom workflow

1. In the upper-right corner, select your name > Settings.

2. On the Workflows tab, find the workflow you want to edit and select Edit.

3. Edit the workflow as needed, using the techniques described in Add a custom workflow.

   1. Add, rename, re-order, and delete stages, as needed.

   2. Add, edit, and delete stage items, as needed.

4. 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. Keep in mind that changes made to a workflow for a specific job posting do not affect the workflow template.