Hire - Customize Workflows
Build custom workflows using diverse stage types, automated rules and logic, data collection, document signing, and other tools.
38 articles
About Workflows
Basic features and options to create the optimal hiring workflow.
- Logic Jump
- Add Stages
- Stage Types OverviewConfigure and utilize various Fountain stage types to customize and automate hiring workflows tailored to your operational needs.
- Move and Update Applicants Rule Stage
- Idle Move RuleAutomatically transition inactive applicants to another stage by configuring Idle Move Rules based on applicant inactivity thresholds.
- ScorecardsLearn how to create, manage, and use scorecards to qualitatively evaluate applicants during the hiring process.
- Custom LabelsCreate custom labels to track applicants' progress within a stage.
- On Hold and Rejection Reasons
- Bulk EditingLearn how to use the Bulk Edit feature to clone, replace, and manage stages across multiple workflows.
- Test Apply as an ApplicantLearn how to test your hiring workflows from the applicant's perspective to troubleshoot issues and optimize the candidate experience.
- Optimize Workflow through A/B TestingLearn how to set up and run A/B testing to compare and optimize the performance of your hiring workflows.
Basic Stage Types
Stages are the building blocks of a Workflow. Each Stage type has its own purpose and functionality.
- Scheduler Stage
- Job Selector Stage
- Job Switcher StageLearn how to configure and use the Job Switcher stage to transition applicants to alternative active openings without losing their progress.
- Video Recording StageLearn how to set up and configure the Video Recording stage to screen applicants and review their video responses.
- Live Video
- Assessment Stage
- Custom StageLearn how to configure and use Custom Stages as informational pages or internal holding points within your hiring workflows.
- Advanced Resume Parsing
- Multi-Stage
- Tech Check
- Check whether an applicant is eligible for rehireAdd a Rehire Check stage so Fountain asks your HRIS whether a returning applicant may be rehired, then let your workflow rules route the answer.
Document Signing Stage
Enable applicants to sign documents such as agreements, contracts, W-9 tax forms, etc.
- Use Document Signing Templates in a WorkflowAdd Word-based and PDF-based signing templates to a workflow, configure sending settings, and track document completion.
- Create Dynamic Document Signing Templates from Word DocumentsCreate dynamic signing templates from Word documents using variables, conditional content, and signature placeholders, then use them in your hiring workflow.
- Create Document Signing Templates from PDFsBuild a Document Signing template from a PDF, with text boxes, checkboxes, initials and signatures placed for the applicant to complete.
- Set Up Offer ApprovalsRoute offers through one or more levels of approvers before they can be sent, and review, approve, reject or edit offers from the Approvals tab.
- Document Signing ProvidersCompare the features and capabilities of Dropbox Sign and DocuSign when configuring the Document Signing Stage.
- Viewing Applicant Signed DocumentsLearn how to view and download electronically signed documents and understand their associated status labels.
Data Collection Stage
Collect information and files from applicants via a questionnaire form.
- Data Collection StageConfigure Data Collection stages to gather applicant information and files, and choose when applicants move to the next stage automatically.
- Standard Questions
- Standard Questions With Data Validation
- Supported Countries for IBAN Validation
- Custom Questions
- Option BanksBuild and manage reusable lists of answer options for multiple-choice, dropdown, and checkbox questions across multiple openings.
- Data Entry Validation [Developer]
I-9 Form Stage (Hire Version)
Enable applicants to complete an I-9 form as part of the Fountain hiring workflow.
- I-9 Form Stage (Hire Version)Configure the I-9 Form stage (US Only) in your hiring workflow to collect and verify employment eligibility documents from applicants and employers.
- Authorized Representative I-9 Form (Hire Version)(US Only) Enable applicants to designate an authorized representative (such as a family member or friend) to verify their I-9 documents when they don't report to a physical workplace location…
- W-4 Federal & State Forms Stage (Hire Version)Configure W-4 Federal and State form stages (US Only) in your hiring workflow to collect tax withholding information from employees across all supported US states, when using I-9 Forms through…