Establishing your hiring process

Get rid of the back-and-forth and reclaim your time by setting up your hiring process in Workstream.

25 articles in this collection
Written by Janina, Aaron Delgadillo, Derma Aldea and 2 others

Stage types

What Is a Scheduling Stage?

Set up appointments for interviews or trainings with applicants based on your availability.

Written by Dianne P.
Updated over a week ago

What Is an Online Signing Stage?

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

Written by Janina
Updated over a week ago

What is a Custom Stage?

This stage is also known as holding stage where have the option to either keep your applicants before moving them to the next stage.

Written by Derma Aldea
Updated over a week ago

What is a Quiz Stage?

Ask an applicant to take quiz.

Written by Derma Aldea
Updated over a week ago

What is a Form Stage?

Collect additional information or files from an applicant via online form.

Written by Elleine Velasquez
Updated over a week ago

How to Set-Up a Scheduling Stage?

Workstream's scheduling stage helps simplify the process of setting up appointments between the client and applicants.

Written by Dianne P.
Updated over a week ago

How to Add Form Stage?

If you need to collect more data regarding your applicants’ skills, adding a Form stage to your hiring process is the best solution for you.

Written by Derma Aldea
Updated over a week ago

What is a Background Check Stage?

Background Check stage allows you to conduct applicant's history check quickly and easily using Checkr.

Written by Elleine Velasquez
Updated over a week ago

How to Set-up a Background Check

Workstream allows you to conduct background checks quickly and easily using Checkr.

Written by Janina
Updated over a week ago

What is an Offer stage type?

Send documents to applicants for digital signature

Written by Janina
Updated over a week ago

How to Add Screening Questions for My Applicants?

Workstream allows you to add screening questions to help you gather more information about the applicants.

Written by Dianne P.
Updated over a week ago

How to Delete Screening Questions for My Applicants?

Workstream allows you to delete screening questions that are not required anymore.

Written by Dianne P.
Updated over a week ago

How to Edit Screening Questions for My Applicants?

With Workstream, you can edit or update the screening questions to fit the company's needs and objectives.

Written by Dianne P.
Updated over a week ago

Customizing your hiring stages

How to Add a New Stage?

Workstream allows you to add new stages to your hiring process with different types to fit its purpose.

Written by Dianne P.
Updated over a week ago

How to Add Smart Screening Questions?

Workstream allows you to add smart screening questions to triage easier the qualifying or disqualifying applicants.

Written by Dianne P.
Updated over a week ago

How to Embed 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

How to Add 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

Customizing your hiring process

How do I customize my hiring process

Written by Aaron Delgadillo
Updated over a week ago

How to Delete 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

How to Add 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

What is Data Validation?

Data Validation tool helps to reduce the input errors by validating the entries submitted by an applicant.

Written by Elleine Velasquez
Updated over a week ago

Automation

How to Edit Your Email and SMS Automated Messages

The Automated messages refer to emails and SMS sent automatically out by Workstream to applicants whenever you need to fill out a position.

Written by Dianne P.
Updated over a week ago

What Are the Merge Fields Tags That I Can Use 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

How to Setup the Rejection Automation Feature?

Workstream helps you to automatically reject the applicant’s who didn’t pass the hiring process.

Written by Dianne P.
Updated over a week ago

How to Use the Automation Rules Tab?

Workstream helps your hiring process run more efficiently by automating the stages.

Written by Dianne P.
Updated over a week ago