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Manage Placement Job Workflow

Use the Process Flow tool to view and manage your placement job workflow in a visual layout. It allows you to see each status in your recruitment process, customize status names, attach email templates to workflow stages, and reorder statuses to match your agency's placement workflow.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click on Placement Jobs in the top navigation bar.

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Step 2: Scroll down and click the View Process Flow button as shown in the screenshot below.

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Step 3: You can edit any status name as required by clicking the pencil icon next to it.

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Step 4: You can click the + icon next to Email Templates to add an existing email template or create a new one to trigger it whenever a status change occurs, as needed.

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You can also edit the existing email template, if required, by clicking the pencil icon next to it.

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 Step 5: You can also use the drag-and-drop feature to reorder the statuses as needed. 

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