Creating new workflows

To create workflows, first click the 'New' button at the top and give the workflow a name under 'Description', then click 'Create'. Once it's created, click on the plus sign to add workflow steps. One workflow can have many steps. When creating the workflow steps, you need to give each step a name and choose a type.

After choosing the type, click 'Create'. Initially, the step will be marked in red, and only until it's activated.

• Choose a Step Type: Start by selecting the type of workflow step you want to add (e.g. HTML form, document upload, video, candidate dynamic agreement).

• Click ‘Create’: Once you’ve chosen the type, click Create. The new step will appear in red, indicating it’s incomplete.

• Configure the Step: Click on the red step to open its settings.

• Set Conditional Logic: At the bottom of the step configuration, use the workflow step conditional option to define when the step should appear.

• Save the Step: Click Save. The step will turn white, indicating it’s complete.

• Add Additional Steps: Repeat the process to add all necessary steps to your workflow.

• Activate the Workflow When ready:

  • Click the ‘Show menu’ button.

  • Select ‘Activate’. The workflow is now live and can be assigned to business units.