Workflow actions triggered by workflow steps
A workflow action is an event that is triggered by a workflow step. Examples include a change in offer status that is triggered by a candidate who completes the final step of a workflow or an email that contains instructions for completing background screening that is sent to a candidate who begins a screening workflow step. Customers who have implemented configurable hiring workflow can specify the workflow actions that are available for each step in a workflow. Some workflow actions can be automated.
The application includes system-delivered actions. Administrators can rename or deactivate system-delivered actions, but they cannot delete them from the system. Administrators can create additional actions. Only user-defined actions that are not assigned to workflow steps can be deleted. User-defined actions that are assigned to one or more workflow steps cannot be deleted.. Workflow actions are managed in the actions library.
If an action is always available, then the action is shown in the user workflow processing at every step within the workflow. If the action is not always available, then the action is shown to the user only if the administrator makes it available within the workflow step.
For information about creating custom actions, see Creating custom actions.
| Action | Description | Active | System | Always Available | Available For Automation | Required Selection For Automation |
|---|---|---|---|---|---|---|
| Move To Step | Move candidate to a specific workflow step | Yes | Yes | Yes | No | |
| Send Email | Send an email to a candidate | Yes | Yes | Yes | Yes | Email Template |
| Create Document | Create a document for a candidate | Yes | Yes | Yes | Yes | Document Template |
| Create Note | Create a note for a candidate | Yes | Yes | Yes | Yes | Note Template |
| Add Attachment | Add an attachment to the workflow step | Yes | Yes | Yes | No | |
| Create Program | Assign a transition program to the candidate | Yes | Yes | Yes | Yes | |
| (Un)Mark/Send Resume | Mark, unmark, or send a candidate's resume | Yes | Yes | No | No | |
| Attach Candidate | Attach a candidate to another requisition | Yes | Yes | No | No | |
| Assign Screening | Assign one or more screening packages to a candidate | Yes | Yes | No | Yes | Screening Package |
| Schedule Interview | Schedule an interview with a candidate | Yes | Yes | No | No | |
| Change Offer Status | Change the candidate's offer | Yes | Yes | No | Yes | Offer Status |
| Define Offer | Define an offer for a candidate | Yes | Yes | No | No | |
| Create Offer Letter | Create and send an offer letter to the candidate | Yes | Yes | No | Yes | |
| Undo Hire | Remove a candidate's status as hired and place the candidate back into the workflow. Used when the candidate has withdrawn candidacy or has not started work. | Yes | Yes | No | Yes |