Create Pre-Hire in Workday Based on CV

About

Summary: Create a pre-hire in Workday using the data provided in the CV.

Applications: Workday

Description:

After identifying appropriate candidates using Document Understanding to extract experience information from CVs, create a pre-hire in workday using the data provided in the CV.

This example presents Document Understanding activities such as Classify Document, Extract Document Data, and Create Validation Task.

Workflow

Tip: If you want to save time, use the Create Pre-Hire in Workday Based on CV template in Studio Web to build this workflow.

1. Open Studio Web and create a new project.
2. Add a File Created activity to your workflow. Set up the location of the CV you want to use in the workflow, and the location of the output file. In the activity:
   1. Set up your Google Drive connection.
   2. In the In location field, choose the folder where the CV is located.
   3. If needed, add additional filters (such as created by, file extension, and name) in the Additional filters field.
   4. In the Created file field, reference the created file to be used in the workflow.
   
   

   

   
   
3. Next, add a Classify Document activity, to classify the documents.
   1. In the Project field, select your Document Understanding project from the drop-down list.
   2. In the Classifier field, select Generative Classifier from the drop-down list.
   3. In the Prompt field, configure three document types:
      • CV: The document used before employment, containing candidates skills and work experience.
      • ID: The identification document of the candidate.
      • W-9 Form: The tax form for the candidate.

      You can configure more document types, as needed.

      
      

      

      
      
   4. In the Input field, add the file created at step 2.
      
      

      

      
      
4. Next, add an If activity. This activity is used to extract candidate information if a document type is defined as CV, or display a message if not. Configure the activity as follows:
   1. In the Condition field, click the Plus icon to select Condition builder.
   2. In the Condition builder, select the Document Type Name property of the Classify Document activity. Select equals and define CV.
   
   

   

   
   
5. Next, add a Write Line activity in the Then branch of the activity. Configure the activity as follows:
   1. In the Text field, click the Plus icon to select Text builder.
   2. In the Text builder, add "Found CV to process:" and then add the Created file variable from the File Created activity.
   
   

   

   
   
6. Next, add an Extract Document Data activity. This activity is used to extract data from the classified document. In the activity:
   1. In the Project field, select your Document Understanding project from the drop-down list.
   2. In the Extractor field, select Generative from the drop-down list.
   3. In the Prompt field, configure seven fields:
      • First name: First name of the candidate.
      • Email: Email address of the candidate.
      • Experience: Previous experience of the candidate.
      • SalesSkills: Does the candidate have Sales skills?
      • Employer: What is the current employer of the candidate?
      • Last name: Last name of the candidate.
      • Country: What's the country of residence for the candidate?

      You can configure more fields, as needed.

      
      

      

      
      
   4. In the Input field, add the document data resulted from the Classify Document activity.
      
      

      

      
      
7. Next, add an If activity. This activity is used to create pre-hire in Workday if a suitable candidate is found, or display a message if not. Configure the activity as follows:
   1. In the Condition field, click the Plus icon to select Condition builder.
   2. In the Condition builder, select the SalesSkills property of the Extract Document Data activity. Select equals and define Yes.
   
   

   

   
   
8. Next, add a Write Line activity in the Then branch of the second If activity. Configure the activity as follows:
   1. In the Text field, click the Plus icon to select Text builder.
   2. In the Text builder, add a message containing information from the First Name, Last Name, Employer, and email fields configured using the Prompt builder of the Extract Document Data activity.
      Example:

      Received CV applications from Sales Manager with name: First Name | Last Name, currently working at Employer - creating pre-hire profile. Email at email.

      
      

      

      
      
9. Next, add a Workday Create Pre-Hire activity and set up your Workday connection.
10. Next, add a Write Line activity in the Else branch of the second If activity. This activity will display a message if a candidate does not meet the required criteria (in our example, Sales experience). Configure the activity as follows:
    1. In the Text field, click the Plus icon to select Text builder.
    2. In the Text builder, add a message containing information from the First Name and Last Name fields configured using the Prompt builder of the Extract Document Data activity.
    Example:

    Candidate First Name Last Name, does not have Sales experience, sending the CV for validation.

    
    

    

    
    
11. Add a Create Validation Task activity below the Write Line activity. This activity is used to create a document validation action in Action Center when a CV does not meet the required criteria. Configure the activity as follows:
    1. In the Extracted data field, provide the output of the Extract Document Data activity.
    2. In the Action title, provide a title of the action that needs to be cretead in Action Center. In our example, you can add "Validate CV".
    3. In the Action properties section, choose a priority of the action from the Action priority drop-down list.
    4. Specify the Orchestrator folder where the resources will be stored in the Orchestrator folder field.
    5. In the Action catalog field, specify the catalog where the action is created in Action Center.
    
    

    

    
    
12. Finally, add a Write Line activity in the Else branch of the first If activity. This activity will display a message if the processed document is not a CV. Configure the activity as follows:
    1. In the Text field, click the Plus icon to select Text builder.
    2. In the Text builder, add a message containing the Created File property of the File Created activity and the Document Type property of the Extract Document Data activity.
    Example:

    Document Created file is not a CV, but a Document Type, so there is nothing to process.

    
    

    

    
    
13. You're done and ready to run the project!