Overview
This article provides a step-by-step guide to create a new workflow with a Job Description (JD) within Talview’s Workflow Tools Platform.Step-by-step Guide
Step 1: Set up a new workflow
- Upon successful authentication, you will be redirected to the Workflow Tools dashboard.
- Click on Create Workflow button to customize a new hiring workflow.
- Select an appropriate job role template that matches the position you’re hiring.
- To change the name or details of your job role, click the edit icon ✏️.
- To view the details of this Job role, click on Details that’s located in the right end corner.
- To add a detailed Job description (JD) for this job role, click on Add Job Description
- Here, you can manually write the Job description,
- Or click on ➕, scroll down Media<Image/File to insert an image or a file containing the job description.
- After adding the JD, click Save to store your newly added or edited job description.
- Use the Go Back button to return to the previous screen after saving your changes.
- In the Workflow set up, click on the Edit Icon to change or edit the name of the interview step.
Step 2: Create a new workflow
- Finalize your setup by clicking Create Workflow to generate your custom hiring workflow.
- You will receive a notification - “Workflow created successfully”.
Step 3: Confirming the Job Description
- Once the workflow is created, access the workflow.
- Click the document icon to view or confirm the Job Description.