Workflow Management

Temporary Workaround for Sending Workflow Templates from an Applicant Profile
At this time, Workflow Templates cannot be sent directly from the applicant (candidate) profile. While this functionality is under development, the steps...
Workflow Management: Understanding Target User, Current User, and Supervisor
When you’re setting up a workflow or creating task templates, you’ll notice roles like Target User, Current User, and Supervisor. Here’s what each o...
Workflow Management: The difference between Task Group and Workflow
While there isn’t a huge difference between the two, here are a few key distinctions that can help you decide which to use depending on your needs: ...
Workflow Management: Understanding Start Date vs. Available Date
When configuring tasks and workflows, it’s important to understand the difference between Start Date and Available Date, especially when using task dependen...
Workflow Management: Why Require Tasks To Be Completed In Order?
When initiating or creating a task group—or building a workflow that includes task groups—you have the option to require tasks to be complet...
Workflow Management: Send Request via the Applicant Profile
Workflow Management streamlines the post-application process by enabling you to send follow-up forms, request certifications or licenses, assign tasks,...
Where Do I Go To Create A Workflows Template?
Go to the Main Menu located in the upper right-hand corner of your ATS next to the Home button, and click on Workflows Select Manage Templates...