By following these steps, you can ensure that a checklist will appear when you move a candidate to a specific stage, typically during the onboarding process.
Steps to Trigger a Checklist in a Workflow Stage
Access Settings:
In the bottom-left corner of your dashboard, click the gear icon to access Settings.
From the Settings menu, select Basic Setup to open the foundational configuration options.
Under the Basic Setup section, select Workflows to manage your various recruitment workflows.
Select the Recruiting Workflow:
Find and click on the recruiting workflow that you wish to modify. This will open the workflow stages for customization.
In the Recruiting Workflow, select the stage where you want the checklist to be attached (typically an Onboarding stage).
Click on Configure Rules for This Stage to open the stage configuration options.
Enable the Checklist Creation:
In the stage rules configuration, check the box labeled "Create a new checklist" to enable the checklist feature for this stage.
Select the Desired Checklist:
After enabling the checklist creation, you’ll be prompted to choose the specific checklist you want to associate with this stage. Select the appropriate checklist from the list.
Save Configuration:
Once you have selected the checklist, click Apply Changes to complete the configuration.
Now, whenever you move a candidate to the designated stage, the checklist will automatically appear, streamlining your process and ensuring that no steps are missed.
By following these steps, you will have successfully configured your workflow stage to trigger an automatic checklist, making your onboarding and recruitment process more efficient.