Assigning communication categories to workflow steps

Administrators can specify the categories of email templates and note templates that are available in each workflow step, limiting those that are available. Recruiters and hiring managers can then use templates that are within these categories. If no communication categories are specified during workflow step setup, then all templates are available to recruiters and hiring managers. Email templates and note templates use the same categories. For information about creating communications categories in the system, see Communication categories for email and note templates

  1. Sign in as Administrator and select Talent Acquisition > Workflow Setup > Hiring Workflows.
  2. Open a hiring workflow and select the Workflow Steps tab.
  3. Open a workflow step and select the Communication Categories tab.
  4. Click Create.
  5. Specify this information:
    Category
    Select a communication category.
    Description
    Specify a description of the category.
  6. Click Save.
  7. To unassign a category from the workflow step, select it and click Delete.