Trying to create a Workflow for HR

rafiqnawab September 2, 2022

I am trying to customise the default workflow, to take a user from pre hire activities, to interviewing, to offer.  The Hierarchy should be starting from Creating a JD, and then from that card, be able to log candidates, and then take candidates through the workflow...at the moment it seems the kanban is only for candidate level.  Is anyone able to help on understanding how to customise the workflow and kanban accordingly please?

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Stephen Wright _Elabor8_
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September 2, 2022

Hi @rafiqnawab 

I'd check out this page to start with: https://support.atlassian.com/jira-work-management/docs/how-to-create-workflows/

Let us know if you have any specific questions :)

Ste

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rafiqnawab September 3, 2022

Thanks everyone for all your comments.  I'm finding the link from Stephen very useful!   Really appreciated... I will share once the process works.

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John Funk
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September 3, 2022

Hi @rafiqnawab  - Welcome to the Atlassian Community!

Got to Settings > Issues > Workflows.

Search for your workflow and click the Edit button. 

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Rilwan Ahmed
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September 3, 2022

Hi @rafiqnawab ,

Welcome to the community !!

If you want kanban to be used for this process, without adding the candidate to the licensed users list you cannot notify the candidate on the status. 
Each user added as licensed will cost you extra on Jira. 

Instead you can make use of Jira Service Management and add the required candidates to "Request participants" field in the tickets and they will be notified.  It doesn't cost you license. 



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