Customize Your Job Workflow
In Recruitera, a workflow is the sequence of stages that candidates pass through during the hiring process (e.g., Applied → Phone Interview → Hired). You can create and customize workflows in two ways:
On the spot while creating or editing a job.
As a reusable template in Settings > Templates > Workflows that you can apply to multiple jobs.
Option 1: Create a Workflow On the Spot
When you’re creating or editing a job:
Go to the job and select the Workflow tab.
Add, edit, or remove stages to reflect your hiring process:
Stage Name (e.g., Assessment Test, Final Interview).
Stage Type (Active/Review stage).
Time Limit (set SLA deadlines if needed).
Stage Color (to visually differentiate).
Auto-Reject Email (toggle ON to automatically notify disqualified candidates).
Add Automated Actions for each stage:
Send Email – Automatically notify candidates.
Questionnaire – Collect structured responses.
Task – Assign tasks to team members with due dates.
Save your changes. The workflow will now apply only to this job.
💡 Use this method when you want flexibility and customization per role.
Option 2: Create a Workflow Template
If your company uses similar workflows across multiple jobs (e.g., Sales Hiring Workflow, Engineering Workflow), save time by creating a template.
Go to Settings > Templates > Workflows.
Click + Create Template.
Enter a Template Name (e.g., “Standard Hiring Workflow”).
Add your workflow stages with the same options as above:
Stage Name, Type, Time Limit, Stage Color, Auto-Reject Email.
Automated actions (Emails, Questionnaires, Tasks).
Save the template.
📌 When creating a new job, select Pick a Template to instantly apply your saved workflow.
Managing Workflows
Reorder Stages – Drag and drop to change the order.
Delete Stages – Click the X icon if you no longer need a stage.
Reset Workflow – Restore the default pipeline (Applied → Hired).
Templates vs. On the Spot – Use templates for repeated consistency; use on-the-spot workflows when jobs require unique steps.
Best Practices
Keep workflows simple — too many stages may slow hiring.
Use Auto-Reject Emails to improve candidate experience.
Apply workflow templates to standardize across departments.
Regularly review and update workflows to match evolving hiring strategies.
✅ That’s it! You can now build workflows directly in a job or save templates for reuse across multiple jobs. This flexibility helps you stay consistent when needed and adaptable when roles demand something unique.