Workflow Versioning

What is Workflow Versioning?

Workflow Versioning is an update to the way JazzHR admins can edit workflows in order to protect the data integrity of workflow reports. These changes pave the way for an upcoming update to how you will be able to report on your hiring workflows.

When a workflow template is changed, the system will create a new version of the template behind the scenes (you will not see any changes to the interface). With the upcoming release of workflow reporting, you will be able to report on a specific version of a workflow. This will ensure that even when statuses get deleted, added, or reordered we can provide accurate reporting data.

What's Changed?

When you edit a workflow in JazzHR, only certain actions will create a new version of the workflow: adding, deleting, or reordering a workflow status.  Renaming statuses and editing workflow helpers will NOT trigger a new version of the workflow.

Before the update, users were able to make all the updates to the workflow on one page. Moving forward, the edits that will cause a new version of the workflow to be created will be nested under an “Edit Statuses” button. Before changing the workflow, you'll be reminded that these changes may impact reporting, so it's important to be intentional when editing the workflow.

Unlocking a Workflow

Unlocking a workflow template within a job will also cause a new version of the workflow to be created.




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