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Workflow Management

Workflow Management: Understanding Target User, Current User, and Supervisor
When you’re setting up a workflow or creating task templates, you’ll notice roles like Target User, Current User, and Supervisor. Here’s what each o...
Workflow Management: The difference between Task Group and Workflow
While there isn’t a huge difference between the two, here are a few key distinctions that can help you decide which to use depending on your needs: ...
Workflow Management: Understanding Start Date vs. Available Date
When configuring tasks and workflows, it’s important to understand the difference between Start Date and Available Date, especially when using task dependen...
Workflow Management: Why Require Tasks To Be Completed In Order?
When initiating or creating a task group—or building a workflow that includes task groups—you have the option to require tasks to be complet...
Workflow Management: Send Request via the Applicant Profile
Workflow Management streamlines the post-application process by enabling you to send follow-up forms, request certifications or licenses, assign tasks,...
Where Do I Go To Create A Workflows Template?
Go to the Main Menu located in the upper right-hand corner of your ATS next to the Home button, and click on Workflows Select Manage Templates...