Managing existing workflows

When it’s necessary we can edit workflows this will be used to:

• Remove: Workflow steps can be removed if they are no longer necessary.

• Add: Workflow steps can be added to the workflow.

• Changes: We allow names etc. to be changed however some changes like a new version of the document requires a removal of the old one and then a new step being added this is so that we don’t overwrite the old document.

To update the workflow, click on it and select the ‘show menu’ button to create a new version. Once you click on the new version, you can add or edit the current workflow steps. After making the necessary changes, click on the 'Show menu’ again and activate the new version.

Until it's activated, the new version will remain in the background and will not affect anything. Once activated, all business units using this workflow will be updated to the new version. However, candidates will only see the new version when they register.

Current candidates will still be on the old version of the workflow. If you need candidates to use the new workflow, we suggest assigning that workflow to a new business unit and then added that business unit to the candidate.