Purpose

The purpose of this document is to describe the status tags, understand scope and Inline view within positions and communities features of 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.

Status tags

In these workflows, we are supporting following status tags:

• Active: This status indicates that the workflow is currently running and actively performing its designated actions.
• Paused: This status indicates that the workflow has been temporarily paused and will be shown under disabled list on the positions/communities. This may be due to a manual intervention, such as when an operator pauses the workflow to review its progress or investigate an issue.
• Archived: This status indicates that the workflow has been archived and will not be displayed in the positions/communities’ inline viewer. However these can be restored to a paused state and reused by the user.

Read the Inline view within positions and communities to understand the implications on applicable positions and communities.

Understanding Scope

The scope of the workflow changes depending on the chosen module. Both the modules have different lists of scope.

The position module has the following scope list:

(Note: These are the commonly available filters configured for positions. The scope for positions will reflect the filters set up by each client on the position homepage.)

• Priorities: Filter by position priorities. Select an option from the dropdown to apply this filter.

• Category: Filter by category. Select an option from the dropdown to apply this filter.

• Bookmark: Filter by the bookmarked label.

• Recruiter: Search and filter by recruiter. Enter the recruiter name and select from the search result.

• Hiring Manager: Search and filter by hiring manager. Enter the hiring manager name and select from the search result.

• Work Location: Search and filter by work location. Enter the work location and select from the search result.

• Calibration: Search and filter by calibration.

• Business Unit: Search and filter by business units. Enter the business unit name and select from the search result.

• Department: Search and filter by associated department. Enter the department name and select from the search result.

• Confidential: Search and filter by confidentiality.

• Position Names: Search and filter by position names. Enter the position name and select from the search result.

The community module has the following scope list:

(Note: These are the commonly available filters configured for communities. The scope for communities will reflect the filters set up by each client on the Talent Communities homepage.)

• Community_status: Filter by community status. Select a status from the dropdown to apply this filter.
• Category: Filter by the community category, either All Communities or My Communities.
• Community_type: Filter by community type. Select the community type from the dropdown. For example, Nurture.
• Community Names: Filter by community names. Enter the community name and select from the search result. For example, the Test Community.

Inline view within positions and communities

The inline view for an automated workflow with any applicable position or community allows you to view the details and status of these enterprise workflows.

Whenever the workflow is applicable and active, it will automatically appear in the Automated Workflow > Active Workflow section of the position or community.

Whenever the workflow is applicable but paused, it will automatically appear in the Automated Workflow > Paused Workflow section of the position or community.

Whenever the workflow is archived, it will be automatically removed from the workflow list on the Automated Workflow screen of the position or community.