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Positions

Update Workflow Assignment

Overview

This playbook covers how to update the Workflow assigned to one or more Positions in Leadline, including how to map candidates from the current Workflow's stages to the new Workflow's stages.

→ See 113 - Workflows for full product knowledge on Workflows and how Workflow assignment determines Position visibility.

How Do You Update a Position's Workflow Assignment?

There are two ways to update a Workflow assignment. Choose the method based on whether you are updating several Positions at once or a single Position.

Method 1: From the Positions Page

Best for: Moving multiple Positions to the same new Workflow at once.

  1. Click Positions in the Global Navigation.
  2. Select the checkbox next to each Position you want to update.
  3. Click Assign Workflow.
  4. In the Assign Workflow modal, use the Workflow dropdown to select the new Workflow.
  5. For each stage in the current Workflow, use the dropdown next to it to select the stage in the new Workflow where those candidates should move.
  6. If you want candidates enrolled in any automations on their new stages, select the Enroll candidates in automations checkbox.
  7. Click Save.

A confirmation message appears once the Workflow is updated.

Method 2: From the Position Details Page

Best for: Updating the Workflow for a single Position while you are already editing it.

  1. Click Positions in the Global Navigation.
  2. Click the Position you want to update.
  3. Click Edit Position.
  4. Click the Settings tab.
  5. Use the Workflow dropdown to select the new Workflow. If the Position has no submissions, the new Workflow is assigned as soon as you select it.
  6. If the Position has submissions, the Assign Workflow modal opens. For each stage in the current Workflow, use the dropdown next to it to select the stage in the new Workflow where those candidates should move.
  7. If you want candidates enrolled in any automations on their new stages, select the Enroll candidates in automations checkbox.
  8. Click Save.

111 - Positions — Full product knowledge on Positions
113 - Workflows — Full product knowledge on Workflows and Workflow assignment
412 - Assign-Workflow — Instructions for assigning a Workflow to a new Position

Assign Workflow

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OverviewHow Do You Update a Position's Workflow Assignment?Method 1: From the Positions PageMethod 2: From the Position Details PageRelated Topics