Submittal Workflow Explained

Overview

In this article, you will learn how to setup your company's submittal workflow.

What is the submittal workflow?

The Submittal Workflow is the configuration within ATS that implements recruiting process your candidate will go through from initial application through to hire or declined.  It is a critical configuration within the platform as it defines the standard recruiting process for the entire company.  There are a few critical choices you need to make when setting up your submittal workflow. 

What is BrightFlow?

BrightFlow is the the Kanban View of the submittal workflow.  It controls the visualization and functionality of the view of candidates who have been submitted to a job on the BrightFlow tab, and is provides an efficient way to manage candidates.  See the BrightFlow setup article for specific information about this feature.

Standard Workflow or Custom Workflow

Each BrightMove account includes a stand workflow. You can use this one, create your own custom one, or add in additional statuses to the standard one. 

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Straight Path or Open Field 

By default, the BrightMove Submittal workflow is open meaning that a candidate can move from any status to any other status. This is an open workflow. If you prefer you can also lock your workflow and require candidates to go through each different stage. There are pluses and minus to each different method. You can also pick something in the middle and require some important steps, but leave others open. The best part is you can change your mind later and edit your workflow

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