Create a unique hiring experience for your applicants based on the job posting they're applying for.
Note: Only users with the 'Create and edit hiring process templates' permission can create and edit a hiring process template. Reach out to your admins if you need access to create and customize it.
To create a hiring process, follow the steps below:
STEP 1: Go to the Company tab > Hiring Processes. Then, click the Create hiring process button located at the top right corner of the page.
STEP 2: Enter the name of your hiring process.
STEP 3: If you wish to add a new stage, click the + Add new stage button and select which stage you intend to include in your process.
Different stages that you can include in your hiring process.
Form stage - Collect additional information or files from an applicant via an online form.
Quiz stage - Ask an applicant to take a quiz, and move them according to their answers.
Scheduling stage - Automatically schedule onsite interviews, video calls, training, or any other meetings with your applicants.
Online signing stage - Send documents to applicants for digital signatures, such as offer letters, tax documents, or other custom forms.
Background check stage - Conduct background checks on applicants.
Review stage - A short-term holding stage for manually reviewing applicants as soon as possible.
Long-term holding stage - A long-term holding stage for keeping applicants for later if they are not ready to process right now.
Hiring complete stage - A stage for placing applicants who have completed the interview process and are ready to be hired.
STEP 3: In case you choose to include an additional stage, name that stage and drag and drop it to your desired order in your process and click the Add button.
STEP 4: In case you want to create a Rejection template for your hiring process, click the Rejection template tab.
STEP 5: Select the Create template button. Name your template and create your rejection template. Select Create at the bottom of the page to save your template.
Note: A rejection letter can be sent via email or SMS. Below shows an image of a rejection letter that will be sent via email.
Scroll down to create a rejection letter that will be sent via SMS.
STEP 6: Click Save, located at the top right corner of the page.
With Workstream, you can utilize a single hiring process across multiple locations. You will be able to customize the process by adding specific questions, meeting details, and background check types for each individual location or a set of locations in specific states.
To add questions that are specific to a location(s) or state, click the correct stage then check the box "Add to select locations only". You can select one, multiple, certain states, or all locations in the dropdown menu.
To add meeting details to a specific location(s), follow the steps below:
STEP 1: Select the "Scheduling stage" and then click "Add meeting details".
STEP 2: Click the dropdown arrow to select your preferred location(s).
To add a background check for a specific location(s), please click here to learn how to set up Checkr beforehand.
Update an existing hiring process
You can edit, duplicate and delete an existing position template. To do so, follow the steps below:
Note: Only users with the 'Create and edit hiring process templates' permission can create and edit a hiring process template. Reach out to your admins if you need access to create and customize it.
STEP 1: Go to the Company tab > Hiring Process.
STEP 2: In the Hiring process list, click the three dots (...) located at the far right side of the name of the process you wish to update.
STEP 3: From the pop-up menu, select whether you wish to edit, duplicate, or delete the template.
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Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email to help@workstream.is.