Workflows allow you to guide a process with tasks, checklists, and deadlines. They can have as many phases or sections and as many steps as you need.

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1. Assign Workflow Through the “Setup” menu

     a. Navigate to the Workflow you would like to assign
     b. Go to Gear Icon in the upper right corner, select “Forms, Workflows & Template”

     c. Go to the Workflows section and click on “Workflows”.

     d. Click on the workflow you would like to assign.

     e. Click on the “Assignments” tab.

     f. Users can assign workflow to users/candidates individually or in bulk.

   Individual Assignment:

• Click “Add Assignment” button
• Enter the assignee’s name and click on the “Next” button.
  

• Enter the workflow’s coordinator name and click on the “Next” button.
  

• Add comment (optional) and click on the “Preview” button to view and confirm the tasks before the assignment.
  

• Click on the “Finalize” button.
  

• Click on the “Add Assignment” button.

     The user/candidate will receive a notification in their email regarding the workflow assignment.

     The workflow will be available in the “Workflows” tab of their user/candidate record.

   Bulk Assignment:

• Click the Bulk Assignment button.
  
• Enter the workflow’s coordinator name and click on the “Next” button.
  

• Add comment (optional) and click on the “Preview” button to view and confirm the tasks before the assignment.
  

• Click on “Select Assignees” button
  
• Use filters such as organization unit, location, and others to select a targeted group of users.
  
• Click the Next button.
  
• Select one or more users from the filtered list.
  
• Click the Confirm Assignment button.
  
  

2. Assign Workflow Through User/Candidate Profile

     a. For Users  

• Go to the User’s record – Under the People → Directory, select the user you want to assign a workflow to.
• Go to the “Workflows” tab in their user record.
• Click on the “Assign Workflow” link
  

• Select the workflow and click “Next”.
• Enter the workflow’s coordinator name and click on the “Next” button.
• Add comment (optional) and click on the “Preview” button to view and confirm the tasks before the assignment.
• Click on the “Finalize” button.
• Click on the “Add Assignment” button.
  
  

     b. For Candidates

• Go to the Candidate’s record – In the Hiring → Candidates, select the candidate’s profile you want to assign a workflow.
• Go to the Tasks tab, and select the sub-tab “Workflow”.
• Click on the “Assign Workflow” link
  

• Select the workflow and click “Next”.
• Enter the workflow’s coordinator name and click on the “Next” button.
• Add comment (optional) and click on the “Preview” button to view and confirm 
  the tasks before the assignment.
• Click on the “Finalize” button.

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     Hope this helps :)

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