Follow the steps below to create a new Candidate Journey.

Create a new journey

1. Select the All Apps button in the top left corner of the header and then Settings in its drop-down menu.
2. When the Settings page opens, select Journeys under the Automation section.
3. Open the Candidate Journeys section.
4. Select the + Create New button in the top right corner of the page.
5. Name the Journey in the modal that appears.
6. Select Create.
7. The journey will then be added to the list. Open the new journey.
8. Select the + Add Stage button under the journey’s stages in the left panel.
9. A modal will open. Name your new stage.
10. Select a stage type. Options include:
    • Application – Contains all application statuses used during the application process.
    • Assessment – Contains all the assessment statuses during the assessment process.
    • Automation – Open-ended stage to create hidden automation. Anything in this stage can trigger a workflow task, but will not change the candidate’s status.
      • Note: When added, Automation stages will be listed at the bottom of the stages list.
    • Background Check – Contains all the background check statuses used during the background check process.
    • Conversation – Attach a conversation from the conversation builder to be sent to the candidate.
    • Custom – Open-ended stage used to build customized, flexible workflows.
      • Note: When adding a custom stage, you can also add a custom status. Additional statuses can be added by clicking the + Add Status button under the initial status.
    • Disposition – Contains all the disposition statuses used during any disposition process (rejects, disqualifications, cancelled interviews, etc.).
    • Event – Contains all event scheduling and registration statuses used for different aspects of an event.
    • Orientation Event – Contains all registration statuses used for different aspects of an orientation event.
    • Form – Attach a company form to get more information from your candidates.
    • Hire – Contains all the hire statuses used at the candidate being hired (final stage).
    • Offer – Contains all statuses used to send offers and track acceptance.
    • Onboarding – Contains all the onboarding statuses during the onboarding process.
    • Realistic Job Preview Integration - Contains all Realistic Job Preview statuses during the Realistic Job Preview process.
    • Scheduling – Contains all interview scheduling statuses used to build interview rounds.
    • Scheduling - 2nd Round – Contains all interview scheduling statuses used to build 2nd interview rounds.
    • Scheduling - 3rd Round – Contains all interview scheduling statuses used to build 3rd interview rounds.
    • Scheduling - 4th Round – Contains all interview scheduling statuses used to build 4th interview rounds.
    • Scheduling - 5th Round – Contains all interview scheduling statuses used to build 5th interview rounds.
    • Surveys – Contains all survey statuses used for different sections of the hiring process.
      • Note: Additional stage types may display depending on your account configuration. 
11. Select Done.
12. Repeat Steps #8-11 for each new stage.
13. Edit the stage and its status, if needed (steps described below).
14. Select Save Changes in the top right corner of the page.
15. Select Publish Journey in the bottom of the left panel.
16. The new journey will then be added to the Journeys list.

Reorder System Journey stages

You have the option to reorder journey stages, as needed. To do this,

1. Click into the preferred journey.
2. Select the settings icon next to the + Add Stage button in the left panel and then Reorder Stages.
3. A modal will open and include all of the Journey’s stages. Click, drag, and drop the reorder (multi-dot) icon to the left of a stage to move it to the preferred order.
4. Click Save.

Manage journeys

Journeys can be edited or deleted as needed from the Journeys page. Click here to learn more.

Tie a journey to jobs

Journeys are tied to jobs within the Job Builder. Click here to learn about this experience for multi-location jobs.