Deferring tasks in a workflow

Tasks can be added as automations to workflow steps. You add an automation to a step, and attach the task to the automation. You can also configure notifications and then use eligibility groups to restrict the automation to specific candidate groups. A task can be deferred by removing it from one step and adding it to another step, triggered by an automation. To add a task, you add the CREATE APP TASK workflow automation to the workflow step.

You can add multiple CREATE APP TASK automations to workflow steps. You can add other automations to the step, such as notifications and a move-to-step action. For steps that include multiple additional task automations, the best practice is to add a single notification automation to the step that includes notification information about all additional tasks rather than to configure a notification in each CREATE APP TASK automation.

  1. In the role of administrator, select Talent Acquisition > Workflow Setup > Hiring Workflows.
  2. Open a workflow.
  3. Select the Workflow Steps tab.
  4. To remove a task from a step, open the step, select Automations, select the action to remove, and click Delete. If you do not want to remove a task, proceed to the next step.
  5. Open the workflow step to which you want to add the task.
  6. Select the Automations tab.
  7. Click Create.
  8. Specify this information:
    Workflow Action
    Select CREATE APP TASK.
    Run Order
    When the workflow step includes more than one automated action, specify this automation's place in the sequence of automations. Run order is not tracked separately for entering step and leaving step. As a best practice, customers should set up actions for entering step with their run order and then actions for leaving step with a distinct run order. If the run orders for entering step and leaving step are intermixed, then the logic to use the actions processes all entering step actions in their run order when a candidate enters the step, and then processes all leaving step actions in the run order when a candidate leaves the step.
    Run Upon
    Specify that the action runs when the user begins the workflow step or when the user completes the workflow step.
    Eligibility Group
    Specify the candidate group for which the automation is run. If no group is specified, then the automation is performed for all candidates who are exposed to the step. The Eligibility Group field is disabled if Assign Screening is selected as a workflow action for automation. This is because eligibility is based on the requisition to which candidates applied and the screening package that is assigned to that requisition.
    Email Template
    When the automation is Send Email, specify the email template that is used when the automation is run.
  9. Click Save.