Workflow actions that can be manually triggered
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 manually trigger workflow actions from the Requisition Dashboard and the Workflows Dashboard.
The application includes system-delivered actions. Administrators may have created additional actions. System-delivered actions and additional actions that can be manually triggered are shown together in the menus that are described here.
| Action | Description |
|---|---|
| Move To Step | Move candidate to a specific workflow step |
| Advance Candidate | Advance a candidate to another workflow step. |
| Hold Candidate | Move a candidate to a workflow step that you have configured for candidates whom you do not want to advance to the next step in the workflow. |
| Discontinue Candidate | Move a candidate whom you disqualify to a disposition type workflow step. |
| Send Email | Send an email to a candidate |
| Create Document | Create a document for a candidate |
| Create Note | Create a note for a candidate |
| Add Attachment | Add an attachment to the workflow step |
| Create Program | Assign a transition program to the candidate |
| (Un)Mark/Send Resume | Mark, unmark, or send a candidate's resume |
| Attach Candidate | Attach a candidate to another requisition |
| Assign Screening | Assign one or more screening packages to a candidate |
| Schedule Interview | Schedule an interview with a candidate |
| Change Offer Status | Change the candidate's offer |
| Define Offer | Define an offer for a candidate |
| Create Offer Letter | Create and send an offer letter to the candidate |
| 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 Used when the candidate has withdrawn candidacy or has not started work. |
| Advance Candidate | When quick actions are enabled, moves the candidate to a Hiring Manager Review step. |
| Discontinue with Candidate | When quick actions are enabled, moves the candidate to a Disposition type step. |
| Hold Candidate | When quick actions are enabled, moves the candidate to a Further Review step. |
| Undo Withdraw | Returns a withdrawn candidate application to a workflow step so that it can continue to be processed. |