Skip to main content

​
Workflows

An onboarding workflow defines the full sequence of tasks a new staff member and the people managing their onboarding must complete before the employee is made active in the system. An onboarding workflow is made up of workflow tasks. Find out what tasks are and the different types here:

​
Creating a Workflow

  1. Navigate to Our Profile → Staff Onboarding Settings.
  2. Select Add Workflow.
  3. Fill in the workflow details as required:
  1. Save the workflow before adding tasks.

​
Workflow Steps

Every workflow is organised into six steps. You can create multiple tasks for each of these steps. You do not have to assign a task to every step if you do not want to.

​
Workflow Tasks

Tasks are the individual items within a workflow. Each task is added to a specific step and completes a defined piece of the onboarding process.

​
Task Settings

When creating a task, the following settins apply to all task types:

​
Task Types

There are three task types, each suited to a different stage of the onboarding process. Find out what tasks are and the different types here: