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Application workflows and progressing an application

Understand how application workflows operate in Access Recruit and how applications move through each stage of the recruitment process.

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Written by Lance Baker

Applications in Access Recruit progress through a defined selection process workflow. This workflow controls how an application moves between stages, ensuring recruitment activity follows a clear and consistent structure from application to outcome.

Understanding application workflows

A selection process workflow is made up of:

  • Stages – the main phases of the recruitment process

  • States – steps within each stage

  • Transitions – actions used to move an application between states and stages

Each stage can contain multiple states, and each state can include several transitions depending on the actions required.


Viewing stages and states

When viewing an application:

  • The top bar displays the total number of stages in the workflow

  • The current stage is highlighted

  • The states within the current stage are shown below

Each state is colour‑coded to indicate status and required action:

  • Grey – past

  • White – future

  • Blue – current

  • Red – overdue

States may also display who needs to take action:

  • Green A – recruiter

  • Blue A – candidate

  • Orange A – approver

  • Yellow A – hiring manager

  • Black A – system


Using transitions to move applications

Transitions appear below the current state and are used to progress the application.

From the position screen

  1. Locate the application.

  2. Click Action.

  3. Select a transition from the list.

From the application screen

Available transitions appear directly below the stages and states section.

Select a transition to progress the application.


Progressing an application

Each state must have at least one transition available to allow progression.

Transitions can include:

  • Moving to the next state or stage

  • Regressing to a previous state or stage

  • Arranging interview appointments

  • Sending email communications

  • Rejecting applications

  • Generating offers

  • Transferring candidates to SelectHR

📌 Note: If no transition is available to move the application forward, the workflow may be configured incorrectly. Contact support to review the setup.


Managing workflows (Super user only)

Workflows are configured during implementation and can be updated if changes are required.

  1. Click Config, then click Workflow Designer.

  2. Click Edit next to the required workflow.

  3. Click Edit workflow.

  4. Make the required changes, then click Save workflow.

📌 Note: Changes apply only to applications submitted after the update. Existing applications remain on the original workflow.

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