About Workflow
The Workflow pane contains a list of requisitions (job openings) that meet the criteria specified by the filter you have chosen. The folder icon next to the requisition name indicates the requisition’s status, as well as whether there has been recent activity in the requisition. The numbers beside the requisition name indicate the number of candidates currently associated with the requisition. The first number equals the total number of candidates. The second number, in bold, indicates the number of candidates recently added to the requisition. Users can set the amount of time to be considered as "recent" by clicking on the Preferences link on the Dashboard.
Click the + symbol next to the requisition name to display the workflow folders within the requisition. Each workflow folder represents a step in your company’s hiring workflow. The workflow folders are designed to mirror your company's particular hiring process. Therefore, the folders you see in your instance of PeopleFluent Recruiting Portal may differ from the examples shown here. Like with the Requisition folder, the blue number following each workflow folder name indicates the total number of candidates in the folder. The second number, in bold, indicates the number of candidates who have been recently moved into the folder. Empty folders do not have a number next to them. Depending on your permissions some workflow folders may not be accessible.
Click the + symbol next to the workflow folder name to display the names of candidates currently in the workflow process. Candidate names displayed in bold have been recently added to the folder. The icon in front the candidate's name provides additional information about the candidate such as if the applicant is an internal or external candidate, if the candidate was referred by another employee, or if the candidate profile is locked. Additional candidate information is also displayed in the Candidate List pane below the Details pane. Click on the toggle button to expand or minimize the pane. The contents of the Candidate List pane are set using the Configuration button on the Candidate Summary panel (widget) on the Dashboard.
Candidates can be moved through the hiring process by simply dragging them from one folder in the workflow to the next. As a candidate progresses through the process, email notifications to the candidate and to recruiters, hiring managers, interviewers, and on-boarding task owners are automatically generated to alert them of a pending interview, candidate offer approval, or tasks required for a newly hired candidate.
Click the Workflows tab in the pane to see a snapshot of all candidates in the workflow process for all requisitions that meet the selected requisition filter criteria. This view allows the user to sort candidates by individual hiring workflow processes since different workflows can be configured for different job types (hourly vs. salary), departments (manufacturing vs. information technology), or locations (USA vs. Asia).
Figure: Workflow Pane and Folder Elements
The elements of the Workflow pane are listed and described below. Additional information about the functionality associated with the elements is available from the corresponding help topic.
Table: Workflow Pane Elements and Descriptions
|
Reference Number |
User Interface Element |
Description |
|
1 |
Requisitions Tab |
When selected, the tab displays a list of requisitions that you have permission to view. The currently selected requisition filter determines which requisitions are listed. Click the Requisitions tab to refresh the view. |
|
2 |
Workflows Tab
|
When selected, the tab displays all the candidates who are in each workflow folder, regardless of the requisition to which they assigned. The total number of candidates displayed is determined by the currently selected requisition filter and the number of requisitions you have permission to view. Click the Workflows tab to refresh the view. |
|
3 |
Requisition Filter
|
Requisition filters are used to manage the list of requisitions that is displayed in the Workflow pane. For example, you can use filters to display only requisitions that you need to approve, or only requisitions that are assigned to a specific hiring manager. |
|
4 |
Filter Management Icons |
If you have the required permissions, you can create, edit, and delete requisition filters.
|
|
5 |
Requisition Folders |
The Workflow pane lists all requisitions that meet the criteria specified by the selected requisition filter. The folder icon next to the requisition name indicates the requisition's status as well as any recent activity. For more information, see Requisition Folder Icons. |
|
6 |
Workflow Folders |
Click the plus (+) sign next to a requisition name to display the workflow folders associated with it. Each workflow folder represents a step in your company’s hiring workflow. The hiring workflow is configurable based on your company's hiring process, so the workflow folders you see in your application may be different than the workflow folders shown in the figure above. |
|
7 |
Candidate Record |
Click the plus (+) sign next to a workflow folder name to display the candidates associated with it. The blue number next to the workflow folder name indicates the number of candidates within the folder.
If a candidate's name is displayed in bold font, the candidate has been recently moved into the folder. The icon associated with the candidate record in the Workflow pane provides a visual cue as to the origin of the candidate. For more information, see Candidate Icons.
The percentage value next to the candidate's name indicates a correlation of matching words between the candidate's resume within the requisition folder and the requisition's job description and job requirement fields. The higher percentages indicate that the candidate's resume is a better match with the requisition job description and job requrirements as compared to other candidates within the same folder. For more information, see About Candidate Compare. |
|
8 |
Workflow Pane Toggle Bar |
Click the toggle bar and drag the pane to resize it. The user's size setting will be saved for 30 days. |
Workflow Refresh
Click the Requisition or Workflow tab to manually refresh the display.
When you create a new requisition, the current Workflow view refreshes automatically to display the newly created requisition within the current Workflow filter. The refreshed view is only available within the same Workflow filter used when the requisition was created or modified.
Workflow refresh Is active only in your session at the time a new requisition is created. The Workflow view does not automatically refresh for other RMS users. The creation of a requisition outside of PeopleFluent Recruiting Portal does not refresh the Workflow view. Editing or modifying an existing requisition does not refresh the Workflow view.
Additional Information
