Personalized and flexible Workflow Automations

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Who: Customer Admins, Recruiters, and Sourcers

Requirements: Talent Acquisition must be enabled, the Workflow Automation must be active, and users must be granted "Personal Workflow" permissions.

What's new: Workflow automation has transitioned from a global, mandatory model to a flexible, decentralized system. Individual users can now create Personal Workflows scoped specifically to the positions or communities they manage. Admins can also implement Non-mandatory Workflows, allowing users to toggle organization-wide automations on or off for specific pipelines. A conflict-detection engine provides warnings about overlapping automations to prevent redundant or contradictory actions. All existing automations from the previous version are now categorized as Global (Required) and will continue to function exactly as they did before.

How it works: Users can create Personal Workflows via Workflow Automation that apply only to their assigned positions. Admins manage Non-mandatory Workflows through Global Workflows, setting default statuses and enforcement levels. To disable Personal or Non-mandatory automations for specific positions, users use the position's pipeline page or the Automation Center. Required administrative automations cannot be disabled. Conflict warnings appear during creation and on pipeline pages if automations overlap. To configure who can manage the workflows, read Configuring Personal and Global Workflow Rules.

Value: Enhance Recruiter Productivity