Onboarding Plans


 

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
    515.png
  2. Select your job from the drop-down menu
    516.png
  3. Assign Operations, IT, HR, Maintenance, and/or Supervisory Workflow tasks to anyone within your organization
    517.png

  4. Click on New Task to create tasks
    518.png
  5. Fill in fields
    519.png
    • Workflow: Auto-populates Operations, It, HR, Maintenance or Supervisory Workflow
    • Title: Enter name of task
    • Description: Brief description of the task
    • Add Workflow Agent: Add an agent responsible for task
      • Select an agent from the drop-down menu
      • Add New Agent to finalize agent selection
  6. Save Task to save new task
    520.png
    • Note: New tasks will not auto-assign, you must select it from the menu
      521.png
  7. Select Save Changes when all tasks have been assigned/created
    522.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback