Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-04-03
Steps: Set Up Pre-Hire Tracking

Steps: Set Up Pre-Hire Tracking

Security:
Set Up: Pre-Hire Process
 domain in the Pre-Hire Process functional area.
A pre-hire is someone you track before employment. You can create pre-hire records, provide sourcing and contact information, and track the pre-hire process. All employees have an active pre-hire record after you've hired or terminated them. You can tie this pre-hire record to open positions for internal transfers or rehires.
If you want to use a different term for pre-hires, access the
Maintain Custom Labels
 task to override this term.
  1. Access the
    Maintain Pre-Hire Evaluation Methods
     task.
    These methods describe how you evaluate pre-hires for open positions. Example:
    Reviewed Resume
    ,
    Phone Interview
    ,
    Final Interview
    .
  2. Access the
    Maintain Pre-Hire Evaluation Recommendations
     task.
    These recommendations describe the proposed next step to take for a pre-hire. Example:
    Make Offer
    ,
    Postpone
    ,
    Decline
    .
  3. Sources describe how a pre-hire came to the attention of the company. You define custom categories, and add as many sources to a category as you need. Example: Create an
    Advertising
     source category containing the
    Internet
    ,
    Newspaper
    , and
    Campus Fliers
     sources.
  4. Access the
    Maintain Pre-Hire Statuses
     task.
    Statuses display a person's current position in the pre-hire process, such as
    Pre-Screen
    ,
    Interview
    , or
    Make Offer
    . The order controls the sequence in which each status occurs. Example: You could have a status of
    Interview
     from when an interview is scheduled until a recommendation is made.
  5. Hide or require pre-hire contact information fields on the
    Create Pre-Hire
    ,
    Edit Pre-Hire
    ,
    Hire
    , and
    Contract Contingent Worker
     business processes. You can hide or require fields for each of the functional areas based on your organization's needs.
    If you don't require any of the pre-hire contact information fields, at least 1 address, phone number, or email address will be mandatory when your users create a pre-hire.
    To hide the pre-hire contact information fields while creating a pre-hire as part of the hire process, you need to hide the fields on the Hire functional area. Examples:
    Address Section
    ,
    Web Address Section
    , and
    Instant Messenger Section
    .
Workday provides a number of standard reports to help you manage pre-hires. For a list, access
Workday Standard Reports
 and select the
Pre-Hire Process
 category.