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Manage your hiring processes

Learn how hiring processes work in Workstream, including stages and automation.

A hiring process is a step-by-step plan that shows how applicants move from applying to being hired. It tells Workstream what to do at each stage, such as collecting applications, scheduling interviews, or sending rejection emails. You can also automate actions so tasks happen automatically without manual work.

Hiring processes in Workstream have two main parts: Stage Types and Automations.

  • Stage Types: Stage Types are the steps your applicants go through in a hiring process. Each stage has a specific purpose. Common examples include:

    • Collecting applications

    • Scheduling interviews

    • Running background checks

    • Sending forms or assessments

  • Automations: Automations let you set up actions that happen automatically at each stage. This saves time and keeps applicants moving smoothly through the process.

    • Move applicants to the next stage automatically (move them to next step).

    • Reject applicants automatically, for example if they fail a quiz or form, or after a set time without activity. Workstream then sends your rejection template (reject them).

    • Mark applicants as hired when they enter a stage (mark them as hired).

Go through these articles to learn the details about the Hiring Process in Workstream:

📌 Access needed: You need the Create and edit hiring process templates permission to create and edit hiring processes. If you need access to this setting, reach out to your Super Admin.

Creating a hiring process template. Located in Admin View › Hiring › Hiring Processes.

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