This article is here to help you update the relevant details for an Active Workflow. Let's get started! 🎉
It is somewhat common throughout the hiring process for the start date, or other details, to change right up to the last moment!
How to find a Workflow report
Go to Reports
Search for the Employee's name or stakeholder's name
Click on the Report
How to update the Key date
Update the key date by following the steps outlined in the video below:
How to update Workflow name
Update the workflow name by following the steps outlined in the video below:
How to update Employee details
When viewing the Workflow report, select the Employee name in the column to the right. Once chosen, you can update all of the required information, including the name, mobile number, email address, and primary contact method.
How to update Stakeholder details
There are two types of stakeholders that you can update in a Workflow.
Variable: The stakeholder role can change per Employee. The name and contact details of the stakeholder are entered before running/starting a workflow.
Fixed: The stakeholder is the same for all Employees. The name and contact details of the stakeholder are entered once on the edit stakeholder page.
When viewing the report, select the stakeholder name in the column to the right. You can either remove or edit an existing stakeholder or add a new one.
How to update Category details
Updating your categories is pretty easy and straightforward just like updating any of the above details. When viewing the report, select the category you want to edit in the column to the right.
How to update Custom fields
When viewing the report, select the category in the column to the right. You can either remove or edit an existing stakeholder
Happy Editing
Got questions? Start a chat with the team in the top right of any Enboarder page!