Creating an onboarding workflow

To create an onboarding workflow:

1. Click Admin on the Dashboard.
2. Click the Manage Workflows link.
3. Click Create Workflow.

    

   

    

4. Enter the workflow template Name.
5. Select Onboarding from the Purpose drop-down list.
6. Select the Phase from the drop-down list.
7. Select Calculate Due Dates Starting From When from the drop-down list.
8. Select the Owning Office from the drop-down list.
9. Select the appropriate Tags from the drop-down list.
10. Click Save.
11. Click Workflow Activities.
12. Click Add Task. The Add Tasks pop-up will display.

     

    

     

13. Place a check in the box next to the appropriate Task Name.
14. Click Add Task.
15. Click the + in Task Rules.

     

    

     

16. Check the box to the left of the rule to edit.
17. Click Add Rules.
18. Repeat if applicable.
19. Click Workflow Properties.
20. Click Publish.