Creating a workflow

1. Select Admin on the Dashboard.
2. Select the Manage Workflows link.
3. Select Create Workflow.
   
    
4. Enter the workflow template Name.
5. Choose the Purpose from the drop-down list.
6. Choose the Request Type from the drop-down list, if the purpose is Staffing.
7. Enter the Time-to-Hire Goal, if applicable.
8. Choose the Owning Office from the drop-down list.
9. Choose the appropriate Tags from the drop-down list.
10. Select Save.
11. Select Workflow Activities.
12. Select Add Task. The Add Tasks pop-up will display.
    
    
    
13. Place a check in the box next to the appropriate Task Name.
14. Select Add Task.
15. Select the + in Task Rules.
    
     
16. Check the box to the left of the rule to edit.
17. Select Add Rules.
18. Repeat if applicable.
19. Select Workflow Properties.
20. Select Publish.

Note: Task rules are not required. However, if you do not set any rules, then all tasks will be due on the day the workflow is assigned.