Manage stage items in a workflow

Manage stage items in a workflow

If your role permits, you can add, edit, and remove stage items in a workflow stage.

You can also manage stage items for a specific job posting. See Edit a job posting. Actions you take for stage items in a specific job posting do not affect the workflow template.

To add or edit a workflow stage item

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

  2. On the Workflows tab, find the workflow in the list and select Edit.

  3. Find the workflow stage you want to manage in the list.

    To add a workflow stage item: select the stage’s Add stage item button and select an item from the drop-down list. The available items depend on the stage.

    To edit a workflow stage item: select the stage item's Edit button.

    • Send email

      1. Choose an existing email template or select Create a new email template to add one. (Use the techniques described in Add a custom email template.) When ready, select Use Selected Template.

      2. Choose the sender, such as the Hiring Manager.

      3. Choose the recipient, such as Applicant.
      4. Specify when to send the email, relative to when the stage event is updated for the applicant.

        Now means send the message as soon as the applicant's status or stage is updated; 12 hours means wait 12 hours, etc.

      5. Select Add Email.

    • Assessment

      1. Choose an existing assessment template or select Create a new assessment to add one. (Use the techniques described in Add an assessment.) When ready, select Use Selected Assessment.
      2. Choose an email template, such as the Default Assessment Invitation.
      3. Select Add Assessment.

To remove a workflow stage item

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

  2. On the Workflows tab, find the workflow in the list and select Edit.

  3. Find the workflow stage item you want to remove in the list and select the X next to the stage item's Edit button.

    This does not delete the specific email or assessment template; it simply removes it as a stage event from the stage item.

 

Last updated: December 02, 2021
© 2021 SH Inc. All rights reserved.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful