Plan Your First Recruitment Workflow · Lesson 1

Make repeatable work reliable

Course overview · 10 min reading + 5 min practice, estimated

Choose a small process

Start with one recurring task, such as preparing an interview briefing pack after an interview is confirmed. Record the information needed, who owns the result and when it should be ready. Avoid combining several unrelated processes into one first attempt.

Define the trigger and checks

Specify the event that starts the workflow. Require the candidate, role, interview details and approved brief before preparing a draft. If anything is missing, assign a task to the owner rather than guessing. Require human approval before the pack is sent.

Plan for exceptions

Decide what happens when an interview is rescheduled, a source record changes or a request fails. Avoid sending twice by recording completion against the interview. Test with fictional records, inspect the outcome and document how the owner can pause the workflow.

Put it into practice

Write a workflow plan with a trigger, required inputs, three steps, approval owner, completion record and a response to missing information.

Use fictional information and keep your work in your own notes.

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Sources and further reading

Original Academy teaching and fictional examples. These references provide context, not endorsement. Edition 2026.09; updated 2026-09-24.

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