Recruit

Workflows that do the next step for you

In enrola, each Opportunity type has its own applicant workflow: an ordered list of statuses that you design. Each status can carry out an action, so moving an Application forward also sends the right email, form or request.

The applicant workflow editor for apprenticeships: the auto application email, the vacancy closed and reassignment emails switched on, and the statuses in order from Application Review to Profile feedback, each with Edit and Delete.
Each Opportunity type has its own applicant workflow, with an action for every status.

Your statuses, in your order

You decide the statuses in each workflow and their order. An apprenticeship workflow and a Quick Register workflow can be quite different.

Each status can take an action

Each status can take an action, such as emailing the applicant, emailing the employer, booking an interview, requesting more information, sending a form or sending a feedback survey. Emails use templates with merge tags, so each message is personal.

Moving an Application to a status that sends an email opens that email, ready to check before it goes.

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Common status actions

Common status actions
ActionWhat happens
Applicant emailThe applicant receives a templated email
InterviewYou book an interview; internal interviews can be booked for many applicants to the same Opportunity at once
More info requestedThe applicant receives a form and a text message link
FormThe applicant completes a form, saved to the record as a PDF
Profile sentThe applicant’s profile is shared with an employer
Feedback surveyThe applicant receives a short survey
Ready for enrolmentThe applicant’s place is confirmed and their other Applications close

Leaving Ready for enrolment needs a reason

Moving an Application out of Ready for enrolment requires a reason, which is recorded.

Ready for enrolment closes the loop

Ready for enrolment confirms the applicant’s place and closes their other open Applications, and the Supervisors of those Applications are told by email. Once every position is filled, the Opportunity is marked Filled.

Employers have workflows too

Employers have their own workflow of activity and email statuses, and Contacts have their own workflow of statuses, so employer engagement follows a set process as well.

How it works

  1. Open Settings and choose the applicant workflow for an Opportunity type.
  2. Add statuses, set their order and choose each one’s action.
  3. Write the email templates the statuses use.
  4. Move Applications through the workflow from the list or the record.

Questions

Can enrola send emails automatically when an applicant’s status changes?
Yes. A status can send a templated email to the applicant or the employer when an Application moves to it.
Can we have a different process for different types of vacancy?
Yes. Each Opportunity type has its own workflow.
Can an applicant be moved back out of Ready for enrolment?
Yes, with a reason, which is recorded.

Last reviewed 16 October 2026

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