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Manage the candidate workflow
Manage the candidate workflow
Configure, customize and manage hiring workflows on the candidate level
Updated over a week ago

A workflow is a sequence of steps that guide the hiring process. They coordinate timelines, and tasks for the entire hiring team and every candidate. Workflows are initially defined when creating a position by reusing or customizing a saved workflow, or creating a new one. They are customizable by position or candidate, subject to the hiring team member’s role.

There are three different kinds of workflow steps: Go / No-go, Interview, and Administrative steps. Steps are assigned to one or more members of a hiring team. Workflows are completely customizable with simple mouse clicks, even after a hiring process has started. Steps can be easily added, grouped, changed in order, reassigned, or even deleted.

Go / No-go step

The Go / No-go choice is a Yes or No decision. You can choose to advance candidates to the next stage/person in the workflow, or halt their progress. If you choose to halt the process as an interviewer or coordinator, the workflow is automatically updated with a new step. The Hiring Manager is automatically notified and has the option to override the No-go decision, and advance the candidate. If you’re a recruiter or Hiring Manager, your No-go selection launches a pop-up window that is a notification email to send to the rejected candidate.

Interview step

The Interview choice is used to schedule and conduct interviews. You can schedule an in person, phone, or video interview with a candidate and send an email notification to both the candidate and interviewer with a calendar invitation. The interviewer will also receive an attachment of the candidate’s resume to review before conducting the scheduled interview. Learn more about conducting interviews with Comeet by clicking here.

Administrative step

The Administrative step is used internally to ensure that something is completed. For example, if your company needs to complete a background check on a candidate, that can be created as an Administrative step, and you simply mark the step as completed when done.

Modifying the Candidate Workflow

Depending on your role, you can edit workflows by position and/or candidate. A recruiter, hiring manager, or coordinator of a hiring team can reassign any step to another teammate or add a participant to a step. However, to make further changes to a candidate’s workflow, you must Unlock the workflow.

Unlocking the workflow

To edit a candidate’s workflow, you must be a recruiter or hiring manager. Click on the candidate’s name to access the profile. By default, the workflow is locked. Click on the lock icon to the top right of the workflow. When unlocked, future changes in the master workflow will not change the individual’s workflow.

Adding and grouping steps

Once your workflow is unlocked, to Add a step or Group steps as parallel, mouseover between any two steps to reveal a plus sign and a pause icon. Click the plus sign and a new step will be added. Then, choose a step name and step type, and assign it to any teammate.

To Group steps as parallel so they happen concurrently, mouseover between any two steps and click the pause icon. To ungroup or separate any steps, simply mouseover between two steps and click the arrow to Ungroup parallel steps.

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