Purpose

The purpose of this document is to provide overview of features of the Workflow Automation Center, also considered as an enterprise level workflow library.

Audience

This article is directed toward new users of the workflow automation feature and may be especially helpful for recruiters.

Introduction

An Automation Center is a collection of customized workflows (created by organization) that can be used to automate business processes related to positions and communities within an organization. These workflows can be designed to improve efficiency and streamline operations by automating repetitive tasks.

The library includes the workflow automation tool for designing and customizing workflows, as well as reporting tool to help monitor and optimize workflow performance. This tool enables customers to create customized enterprise workflows and target them to multiple positions/communities in one go.

By using an enterprise workflow library, organizations can save time and resources by automating repetitive tasks that can be applicable to multiple positions and communities. Additionally, the library can help to standardize workflows across the position and community modules, improving consistency and customer satisfaction.

Permission

Administrators can access the Automation Center and perform all managing actions on the enterprise workflows using the following permissions:

• perm_manage_all_position_workflow: User can manage workflows for all positions on the instance.
• perm_manage_all_community_workflow: User can manage workflows for all communities on the instance.
• perm_manage_all_profile_workflow: This enables the entity of profile type.

Getting Started

To access Automation Center, log in to your Eightfold account and select Automation Center from the app switcher. You can also navigate to Automation Center by navigating to Admin Console > Platform Tools > Automation Center.

Navigating the Automation Center home page

On the Automation Center home page, the organization can build their workflows by creating them using the Create Workflow button. After creating workflows, the screen shows the following:

The product page is designed to provide customers with all the information they need about the workflows, as well as an easy way to navigate through it.

• At the left of the page, we see the list of workflows. Each workflow displays its current status along with who created it and when.
• Besides that, on the right, in the inline view, we find detailed specifications of the workflow, the read only version of the workflow with the scope, trigger, conditions and action.
• At the top right, we find the Create Workflow option to create new enterprise workflows.

Customers can select their preferred workflow, and action as per requirement.

Feature Overview

Customers can perform following actions on the workflows:

• View the workflow list: Once you are on the Automation Center screen, you should be able to view a list of all of the workflows that are available and created so far. This list may include the names of the workflows, their description, status, and other relevant information.
• Create a workflow: Set up a workflow to perform the actions required. This involves checking scope, creating triggers, and setting up conditions and actions.
• Edit a workflow: The edit functionality allows users to modify or update the information related to a particular workflow. For instance, if there is a change in a condition, the edit functionality can be used to update the information.
• Pause a workflow: The pause functionality allows users to temporarily stop a workflow. For instance, if a particular workflow is dependent on another task that is disabled, the user can pause the workflow task and modify it until further use.
• Activate a workflow: The activate functionality allows users to activate a paused workflow.
• Download Report: The download report functionality allows users to export workflow data and report in CSV format through email. This functionality is useful for generating progress reports related to the workflow.
• Archive workflow: The archive functionality helps in not showing up the workflows (that are no longer required) on the position/community workflow screens, and keep them only for future reference. Archiving allows users to focus on active workflows.
• Restore a workflow: The restore action involves retrieving the archived workflow, so that it can continue to be used or modified as needed.
• Copy a workflow: The copy automation workflow functionality typically involves creating a duplicate of an existing workflow and then modifying as per requirement.