Establishing your hiring process | Workstream Help Center

Checkr Integration Guide

Workstream partners with Checkr to allow you to conduct applicant background checks quickly and easily

Written by Hannah Cuesta
Updated over a week ago

Stage types

Adding a form stage

Create an online form to gather additional information or files from an applicant.

Written by Elleine Velasquez
Updated over a week ago

Adding a quiz stage

Add a quiz stage and create your own questionnaire

Written by Derma Aldea
Updated over a week ago

Adding the online signing stage

Workstream allows you to add a signing stage to upload your documents that will be sent out to the applicants to sign.

Written by Janina
Updated over a week ago

Adding a review and long-term holding stage

Add a holding stage while reviewing or deciding whether to proceed with your applicant

Written by Derma Aldea
Updated over a week ago

Setting up a scheduling stage

In order to set up either a phone or onsite interviews, there must be a scheduling stage in a position’s hiring process.

Written by Dianne P.
Updated over a week ago

Optimizing the scheduling stage

It is important to add a scheduling stage to your hiring process in order to set appointments for interviews with applicants.

Written by Dianne P.
Updated over a week ago

Customizing your hiring stages

Customizing your hiring process

How do I customize my hiring process

Written by Aaron Delgadillo
Updated over a week ago

Adding a new stage

Add different types of stages to your hiring process depending on your need.

Written by Dianne P.
Updated over a week ago

Deleting a stage

Workstream allows you to delete the stages which are no longer applicable to your hiring process.

Written by Derma Aldea
Updated over a week ago

Adding screening questions for applicants

Adding screening questions to your hiring process helps in determining whether applicants are a good fit for the role they are applying for.

Written by Dianne P.
Updated over a week ago

Adding smart screening questions

Add smart screening questions to triage easier the qualifying or disqualifying applicants.

Written by Dianne P.
Updated over a week ago

Editing screening questions

Some instances you will need to edit an existing question - either due to an error or because it needs an update.

Written by Dianne P.
Updated over a week ago

Using the data validation tool

Reduce input errors by validating the entries submitted by an applicant

Written by Elleine Velasquez
Updated over a week ago

Deleting screening questions

Remove some of the screening questions initially added.

Written by Dianne P.
Updated over a week ago

Adding a video from YouTube

Workstream allows you to add videos from YouTube into your application process to enhance the applicant experience.

Written by Janina
Updated over a week ago

Adding meeting details

Workstream allows you to provide additional information or instructions for an appointment by adding meeting details.

Written by Dianne P.
Updated over a week ago

Embedding a file from slideshare

Workstream allows you to embed files from Slideshare into your application process to enhance the applicant experience.

Written by Janina
Updated over a week ago

Enabling reapplication limits for my company

Through Workstream, there is an option to block applicants from applying to a specific job or all jobs if they were previously rejected.

Written by Janina
Updated over a week ago

Automation

Editing the email and SMS automated messages

Customize the automated messages or the emails and SMS sent automatically by Workstream to your applicants.

Written by Dianne P.
Updated over a week ago

Using the merge fields tags in the automated messages

Workstream offers you various merge fields that can be used to populate in your automated messages.

Written by Janina
Updated over a week ago

Using the automation rules tab

Set up automation rules for each stage for a more efficient hiring experience.

Written by Dianne P.
Updated over a week ago

Setting up a reminder automation rule

Add and automate your reminders for a seamless hiring experience.

Written by Elleine Velasquez
Updated over a week ago

Setting up the rejection automation feature

Set up the rule to send out rejection messages automatically whenever an applicant is marked as rejected.

Written by Dianne P.
Updated over a week ago

New Scheduling Feature (Scheduling Version 2)

Adding availability using the new Scheduling feature

Easily set up and add your own time slots for a seamless interview process

Written by Elleine Velasquez
Updated over a week ago

Configuring the new Scheduling stage

Set up your interviewer's availability settings for a more efficient scheduling process

Written by Elleine Velasquez
Updated over a week ago

Scheduling Settings

How to access and how to configure the Scheduling settings.

Written by Dianne P.
Updated over a week ago