Workflow widgets are the best way to display your latest applications & interviews on your dashboard, giving you direct access to your recruitment pipelines & all the information you require to screen, progress and reject candidates as soon as they come in.


Adding a Workflow Widget

From your dashboard, use Add Widget in the top right hand corner to choose your widget type, before selecting Workflow from the Other section.


After selecting workflow, you can begin to configure the widget to show the specific application stages you require for either all or just your live vacancies. Starting with How would you like to view your widget?:

  • Title is the name of the widget and will be visible on your dashboard. This should be clear and concise, indicating which applications you are choosing to display.
  • View Mode allows you to chose between simple or detailed option, which means you can group applications by specific workflow stages (simple) or stage & statuses (detailed).


Once you have configured how to view the widget, the next section is How would you like to break this down?:

  • Group by allows you to split your applications either by workflow or by vacancy. If you have lots of similar roles active, workflow maybe better here as it will allow you to screen and process all the applications together. If not & the process is different per vacancy, then the Vacancy option will make it easier to work this way.

Hint - If grouping by workflow, navigating through the widget will take you to the pipeline view, where as grouping by Vacancy will allow you to chose, either the pipeline view or the tab view.

  • Show allows you to filter the records shown in the workflow widget, either including applications for all live vacancies or my live vacancies (the live roles assigned to your user).


Click Save to display your widget on your dashboard & you can use it to navigate to any applications currently at your selected stage or statuses.

Hint - Clicking the stage name when using a Detailed view mode will show you all the applications in that stage, whilst the specific status will filter for those applications specifically. Use a combination of the two, depending on your application volumes to quickly access your pipeline and start managing applications.


















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