/
Action: “Execute Job Workflows Transitions”

Action: “Execute Job Workflows Transitions”

 

Introduction

In our system, Jobs are intricately connected to Job Requests and Pipeline workflows. We've introduced a custom automation feature that synchronises transitions in Job Requests or Pipeline workflows with related entities like Jobs. 

Please note that, this action “Execute Job Workflow Transitions” is available only in “Job Request Workflow” 

This article will guide you through the process of updating Job status based on transitions in Job Request Workflow and Pipeline Workflow.

“Execute Job Workflows Transitions” for Job Request Workflow

 

Job Status Update with Job Request Workflow Transition using the 'Execute Job Workflow Transitions' Action involves two key steps:

  1. Configuring action “Execute Job Workflow Transition” in Job Request Workflow:

Please refer to the detailed instructions in the article for setting up the workflow transition in Job Request Workflow. Eva Business Workflows Configurations | Configurations

You need to select the “Execute Job Workflow Transition” action in Job Request Workflow while configuring.Also, please ensure that the required transitions are already configured in the Job Workflow

2. How to test “Execute Job Workflow Transition” action in Job Request Workflow

Follow the steps below:

  1. Navigate to “Jobs & Talent” > “All Job Requests”

  2. Search for the Job request for which you have configured the status change ex: “QA Requests”

  3. Click on the “General Information” section in the Job Request FSEM

  4. Change the status of Job Request from “In Progress”  – > “Suspended” **

 

** Please note that the state names will depend on your configurations

  1. A confirmation modal window appears showing the transition of the Job workflow as we had configured earlier. Ex:  “Active” → “On Hold”

 

  1. Click on “Confirm Selected” button

  2. Now the Job Request workflow status has been changed from “In Progress” -> “Suspended”

 

 

  1. To check the Job status, navigate to bottom section “Related Jobs” of the Job Request FSEM and click on the Job linked to this job request

 

 

  1. Job FSEM opens in a new tab

  2. Check the status of Job, it would have been changed from “Active” – > “On Hold” 

 

 

There will be a delay of approximately 5 minutes for the triggered actions to be performed and reflected in the application.

 

Action: “Execute Job Workflows Transitions” for Pipeline Workflow Transition

 

A simple logic here would be to show that when a candidate is selected for a job, the corresponding job request flow and pipeline request flow should move to a closed state automatically since the job is already filled.

When a candidate applies to a job, he is automatically added to the respective pipeline where the candidate and job workflow can be managed.

Please note that, “Pipeline Workflow” contains only action : “Execute Job Workflow Transitions”

Steps to configure Job status change involves 2 key steps: 

  1. Configuring action “Execute Job workflow Transitions” in Pipeline Workflow

Please refer to the detailed instructions in this article for setting up the workflow transition or editing the existing transition action by selecting “Execute Job workflow Transitions” in Pipeline workflow. Eva Business Workflows Configurations | Configurations
Also, please ensure that the required transitions are already configured in the Job Workflow

Refer the image below as an example

  1. How to test “Execute Job Workflow Transition” action for Pipeline Workflow

Follow these steps

  1. Click on “Jobs & Talent”

  2. Select the Pipeline Process page from the list of Pipelines displayed. Ex: If you have selected the “Shift” pipeline and configured the transition of the candidate from the “Application” stage. Select “Application” under “Shift” pipeline

 

  1. Search for the required job for which you need to change the status . EX: Junior QA

  1. Candidate name is displayed with “Proactively Interested” status in the centre pane. Candidate profile information is displayed as preview in the right pane

  2. Click on “Under Review” button to change the pipeline status of the candidate according to the configuration done previously

 

  1. A confirmation modal is displayed showing the Job workflow transition which was configured previously.

    * If “Allow Agent Editing” was enabled earlier, now the agent can uncheck the transition before submitting the confirmation

  1. Click on “Confirm Selected”

  2. Notice that the pipeline status of the candidate has changed from “Pro actively Interested” → “Under Review”

Here the job is moved from Active state to inactive status so this will not be displayed in the pipeline. If the job needs to be displayed in the Pipeline stages, it has to be in the active state and you can search for the jobs in the pipeline process page.

10. Search for the job using the global search. Ex: Junior QA

11. Notice that the status of the job has been changed to “QA Interview” automatically as configured earlier

By following these steps, you can seamlessly sync Job statuses with transitions in both Job Request and Pipeline workflows, enhancing your workflow automation capabilities.

 

There will be a delay of approximately 5 minutes for the triggered actions to be performed and reflected in the application.