Team Builder: WorkFlow Setup

Link to this article: https://support.driveshops.app/support/solutions/articles/70000631264-team-builder-workflow-setup

In this article, we will go through the Workflows setup.

Workflows are a list of steps to follow during the hiring process.

Click + Add to add a workflow.

You will see this screen pop up when you add a workflow.

First, add a title. Next, add hiring steps by clicking the Add button.

Use the six dots on the left to rearrange your hiring steps. (New and Hiring Complete are defaults and can not be rearranged or archived.)

You will see this screen pop up when you add or edit a step: 

Toggle the switch "Is this step required?" to make sure this step is required during the workflow process.

The Hiring Team Email and Candidate Email switches will send an email to the candidate and/or the hiring team upon completion of the step depending on which switches are toggled.

If a script is to be used by your hiring team for this step, it can be added to the Script field.