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Administrator Guide
Last Updated: 2024-09-20
Steps: Automatically Advance or Decline Candidates

Steps: Automatically Advance or Decline Candidates

  • Create candidate dispositions on the
    Maintain Recruiting Dispositions
     task.
  • Security: These domains in the System functional area:
    • Business Process Administration
    • Manage: Business Process Definitions
You can use condition rules to automatically advance or decline candidates:
  • When a candidate applies to a job. Example: Decline candidates who are ineligible to work in the country where the position is located.
  • At any other stage in the recruiting process. Example: Decline candidates who failed the background check.
Workday evaluates condition rules in the order you add them.
You do this by configuring automatic stage routing (ASR) for 1 or more of the business processes of the stages where you want to advance or decline candidates. You can enable ASR for these business processes:
  • Assess Candidate
  • Background Check
  • Employment Agreement
  • Interview
  • Offer
  • Reference Check
  • Review Candidate
  • Screen
When you configure automatic stage routing during the initial application, you must add the Candidate Notification Receiver security group to any security domains for fields used within the condition rules applied to the automatic stage routing. Workday evaluates ASR at the end of the step that you configure it on, even if that step is optional or not required.
  1. Create condition rules that determine whether a job application event should continue or end. Use information from the:
    • Job application.
    • Job profile.
    • Job requisition.
    • Questionnaires completed when a candidate first applies.
    If you want to use condition rules for assessment results, create a calculated field for the status of each assessment test result.
  2. Access a business process where you want to enable automatic stage routing and add the condition rules.
    From the related actions menu of a business process step, select
    Business Process
    Toggle Automatic Stage Routing
    :
    • Review Candidate
       business process: Add the condition rule to the
      Initiation
       step.
    • All other business processes: Add the condition rule on any step.
    If you have parallel steps, automatic stage routing runs after all parallel steps complete.
  3. Access the
    Job Application
     business process.
    1. Click
      View Dynamic Definition
      .
    2. Select a stage where you enabled automatic stage routing.
    3. Click
      Configure Automatic Stage Routing
      .
      Workday evaluates the rules in the order of display. When a candidate meets a rule, Workday:
      • Processes the step or disposition you selected in the
        Step
         column.
      • Ignores all other rules and any remaining business process steps.
    4. Repeat for each additional stage where you enabled automatic stage routing.
When a condition rule is met, Workday automatically moves the candidate to the stage you specified and ignores any remaining rules. The step that you toggle automatic stage routing on must complete before Workday automatically routes candidates to the next stage.