Purpose

This document describes how customers can create and use their own enterprise recommended workflows.

Audience

This document is directed toward new users of the WFA feature and may be especially helpful for recruiters.

Steps

To create a custom automated workflow, sign in to your Eightfold account and take the following steps:

Creating a workflow from Positions

1. Navigate to Positions, and open the position you’d like to create a custom workflow for.
2. Select Create Workflow.

3. Enter a workflow name and description.
4. Complete the other workflow fields, including adding a Trigger, Condition(s), and Action(s).

Also note that this feature allows you to add multiple sequential actions in one workflow. For instance, you could set the actions to: Advance the candidate to given stage and, Then send email, as shown in the following example.

5. Select Create.

A confirmation message will appear, and you, and others in your organization, can now enable your workflow from the enterprise workflows section. This workflow, and this enterprise workflows section, will appear from all of your enterprise positions, but you’ll still need to enable the workflow in order to use it.

Creating a workflow from Communities

1. Navigate to Communities, and open the community you’d like to create a custom workflow for.
2. Select Create Workflow and take the same steps listed for creating a custom workflow through Positions.

Note: The trigger, condition, and action options when creating a custom workflow through Communities are different from the options through Positions. The terminology in Positions and Communities varies slightly as well, as Communities include “prospects” while Positions include “candidates.”

Using a custom workflow

Once you’ve set up a custom workflow, it will appear in your enterprise workflows list, and an Enable button will appear to the right of the workflow title. To use a custom workflow, either from Positions or Communities, you must enable the workflow by selecting the Enable button.