In this article, you’ll learn how to create a Workflow Template in Recruitera — so you can reuse your hiring process across multiple jobs and departments without rebuilding it from scratch every time.
Go to Workflow Templates
From your dashboard, navigate to: Settings → Templates → Workflows
Here, you’ll see a list of all existing workflow templates your team has created.
You can create a new one or edit an existing template at any time.
💡 Workflow templates keep your hiring process consistent across jobs and make onboarding new recruiters much faster.
Create a New Template
Start by clicking ➕ Create Template in the top-right corner. Then, give your template a Name → Click on Submit
A blank workflow will appear, ready for you to define your stages and setup.
Add Stages to Your Workflow
Once you start you will find two stages already predefined, which are (Sourced and Applied) → Click + Add Stage to build the stages your candidates will go through.
Common examples include:
Screening
Interview
Evaluation
Offer
Hired
For each stage, you can customize:
Stage Name (e.g., “HR Interview”)
Stage Type (Applied, Screening, Interview, Offer, etc.)
Stage Color (to visually organize your pipeline)
SLA / Time Limit (number of days candidates shall stay in this stage)
💡 Consistent naming and color coding make your pipeline easier to navigate for everyone.
Add Automated Actions (Optional)
You can make your workflow smarter by adding automation to any stage.
Click + Add Automated Action and choose between:
Send Email – Automatically send messages to candidates.
Questionnaire – Send a form for pre-screening or assessments.
Task – Assign tasks to recruiters or managers automatically.
💡 Adding automation at this stage means every job created with this template will already have it built in.
When Assigning Team Members (Optional)
If you have specific recruiters or hiring managers who always handle certain stages, you can assign them directly in the template.
For example:
Screening → HR Recruiter
Interview → Hiring Manager
Offer → HR Lead
📌 This ensures new jobs automatically include the correct stage owners when this workflow is applied.
Save Your Workflow Template
Once you’ve added and customized your stages, assigned team members, and set automations, click Save Template. Your new workflow will now appear in your list of saved templates.
Apply Your Workflow Template to Jobs
When creating or editing a job:
Go to Step 4: Workflow
Click Pick a Template
Choose your saved workflow
Click Apply
All stages, team assignments, and automations will load instantly — ready to use.
💡 Why It Helps
Using workflow templates helps you:
Save time when creating jobs
Keep your hiring process consistent
Automate routine steps from day one
Ensure new recruiters follow the same structure
✅ That’s it!
You’ve now created a reusable Workflow Template in Recruitera — making it easy to apply your hiring process across teams, departments, and job types in just a few clicks.