> ## Documentation Index
> Fetch the complete documentation index at: https://docs.simplifi.work/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set Up a Onboarding Workflow

## 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:](/untitled-page-4)

### Creating a Workflow

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

| Setting | Description |
| - | - |
| Title | The name of the workflow. |
| Description | A brief summary of what this workflow covers. |
| Send Emails From | The email address emails sent during this workflow will appear to come from. |
| Reply To Email Address | The address replies will be directed to. |
| CC Email Addresses | Any additional addresses to be copied on emails sent during the workflow. |

4. 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.

| Step | Purpose |
| :- | :- |
| **Personal** | Collecting the staff member's personal details. |
| **Documents** | Distributing and signing documents. |
| **Compliance** | Gathering compliance-related information. |
| **Payroll** | Configuring payroll details. |
| **Additional** | Any supplementary information or tasks. |
| **Review** | Final review, welcome email generation, and activation. |

***

## 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:

| Setting | Description |
| :- | :- |
| **Task Name** | The name displayed for this task. |
| **Description** | An explanation of what the task involves. |
| **Step** | Which of the six workflow steps this task belongs to. |
| **Display Order** | The order this task appears within its step. |
| **Becomes Available** | When the task unlocks — immediately when the workflow starts, when the previous task is completed, or when the previous step is completed. |
| **Responsible** | The person or role responsible for completing this task. |
| **Send Notification** | Toggle to notify the responsible person when the task becomes available. |

### 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:](/untitled-page-4)


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