Xeople Knowledge Base

Setup a New Job Workflow Hiring Process

A Job Workflow is a structured and predefined set of sequential steps or stages that delineate the process a job or position undergoes, from creation to closure, within an organisation.

Some Benefits of Configuring a New Job Workflow:

• Job workflows help streamline and automate the recruitment process, reducing manual interventions and enhancing overall efficiency.
• Standardised workflows ensure that each job or position follows a consistent set of steps, promoting uniformity and reducing the risk of errors or oversights.
• Job workflows provide transparency by clearly outlining the stages a job goes through, making it easier for team members to understand the status and progress of each position.
• Job workflows can be adapted to fit the specific needs and requirements of different roles or departments, providing flexibility in managing diverse recruitment processes.
• Workflows generate valuable data at each stage, offering insights into the recruitment pipeline, and bottlenecks.

To setup a new Job Workflow hiring process, proceed by following the steps outlined below:

• Click on the Profile picture and select Administrator from the drop-down menu.
• Click on Master Data from the left navigation panel and select Job Workflow.

Administrator – Master Data – Job Workflow

• Click on (+) to add a job workflow.
• Enter the Workflow Name and select the Industry, Job Type and Status from the drop-down.
• Click on Add New Stage to add new stages to the workflow.

Information: In a job workflow, a stage is a distinct phase that marks progress from initiation to completion. It represents a set of specific activities or milestones, providing a structured framework for managing and tracking job progress.

Information: In the Xeople Recruit CRM, the default stages include “Applied” and “Hired.” Users have the flexibility to customise the job workflow stage that falls between these two default stages. The Applied stage signifies a candidate’s application submission, involving activities like review and initial screening. The Hired stage indicates successful completion of the recruitment process, involving final job offers, paperwork, and onboarding initiation.

Add Job Workflow – Add New Stage

Add Job Workflow – Add New Stage

• Specify sub-stages and sub-sub-stages according to your needs.

Information: Substages and sub-sub stages are additional levels of categorisation or segmentation within a primary stage. They provide a more granular breakdown of activities or tasks, allowing for better organisation and tracking of progress.

• Upon defining all the stages, sub-stages and sub-sub-stages, click on Save.

Note: To access all your created job workflows, navigate to the Jobs section located in the header of the main navigation bar.

Add New Stage – Sub-stage or Sub-sub-stage