Onboarding Plans


 

Add a Task for Onboarding Workflow Templates

 

Overview 

Workflow Templates are where you create and assign particular tasks to a jobs onboarding plan.

Instructions

  1. Navigate to Workflow Templates
    workflow_templates.png
  2. Select a Job Template from the drop-down list
    select_job_template.png
  3. Select the applicable tab (New Hire Tasks, HR Workflow, or Civil Service Approved)
    select_tab.png
  4. Click New Task
    new_task.png
  5. Fill in Workflow Information
    new_workflow_task.png
    • Workflow: Auto-populates based on tab selection
    • Title: Create a task name
    • Description: Describe the task
    • Agents: Add agents after you save
  6. Click Save Task
    save_task_1.png
  7. Select an Agent from the drop-down list
    select_agent.png
  8. Click Add New Agent
    add_new_agent.png
  9. Continue to add as many agents as necessary
  10. Click Save Task again
    save_task_2.png



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