This page describes the detailed features (create, edit, pause and copy) of Workflow Automation Center, also considered as an enterprise level workflow library. This article is directed toward new users of the workflow automation feature and may be especially helpful for recruiters.

Create a workflow

Define the objective of the workflow. Before you start creating a workflow, you should clearly define the objective and what you want to achieve with it. This will help you to stay focused and organized throughout the workflow creation process.

Follow below steps to create a workflow:

1. Go to the Automation Center screen.
2. Click on the Create Workflow button. The Create Automated Workflow screen appears.
3. Enter the workflow name and description on the left.
4. On the right side of the screen, in the details section of the workflow,
   1. Select Positions if the workflow is applicable to positions.
   2. Select Communities if the workflow is applicable to talent communities.
   3. Select the scope which works like additional filters on the positions and communities. For further details, read Understanding Scope section.
   4. Select the trigger, condition(s) and action(s) as per requirement.
5. Click Activate to save and activate the workflow.
6. Once activated, the workflow appears on the Automated Workflow screen of all the applicable positions or communities. For further details, read Inline view within positions and communities.

Edit a workflow

Determine why you need to edit the workflow. Is it to improve efficiency, fix errors, or add new steps? This will help you to identify the specific changes that need to be made. And then review the existing workflow to identify the areas that need to be edited. This will help you to understand the impact of the changes on the workflow as a whole. Based on the need and review of the workflow, determine the changes required. This may involve adding or removing steps, modifying the inputs or outputs of steps, or updating the responsible parties.

Follow below steps to edit a workflow:

1. Go to the Automation Center screen.
2. On the left, scroll and select the workflow that needs to be edited.
3. On the right, in the details section of the workflow, click the Edit option. The Edit Automated Workflow screen appears for workflow editing.
4. Make the required changes on the workflow and then click Save Changes to save the updates.

Pause a workflow

Firstly, identify the reason why you need to pause the workflow. This could be due to a change in circumstances, a need for additional testing, or to resolve an issue that has arisen. Identify the point at which the workflow can be paused. This could be at the end of a particular step, after a particular task has been completed, or at a designated stopping point within the workflow. Document the pause, including the reasons for it, the stopping point, and the expected timeline for resuming the workflow. This will help to ensure that everyone is informed and can resume work when the workflow is restarted.

Follow below steps to pause a workflow:

1. Go to the Automation Center screen.
2. On the left, scroll and select the workflow that needs to be paused.
3. On the right, in the details section of the workflow, click the Pause option. Click Confirm on the confirmation window to pause the workflow.

4. The status of the workflow gets updated to Paused.

   Note: Upon pausing the workflow, the Pause button gets replaced with the Activate button.