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.