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| In this section we’ll cover how to best set up your workflow using the previous steps of uploading documents and policies, then the process of sending this out to a new employee. | | In this section we’ll cover how to best set up your workflow using the previous steps of uploading documents and policies, then the process of sending this out to a new employee. |
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| ==Creating Workflow==
| | [[File:Create-work-new.png|link=Creating Custom Workflow]] [[File:Send-work-new.png|link=Sending Workflow to Employee]] [[File:Onboard-for-staff-new.png|link=Onboarding Workflow for Staff]] |
| You can create multiple workflows depending on your business and onboarding requirements. These workflows are broken into stages to simplify the process and make it easy to fill out.
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| We’ll be showing how to create a basic workflow that includes document categories, document and policy templates, and Custom Fields.
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| * Open Wageloch and sign in, using your MFA code.
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| * Click the HR tab at the top of the screen.
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| * Select the Onboarding category.
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| * Click New Template in the top right.
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| [[File:onboard-new-template.png]]
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| * In the Create Onboarding Template window, give the template a name.
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| * Please keep Bank Details are Required ticked if you require their banking information during the onboarding process.
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| * Click the New Stage button.
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| * Title: Give the stage a name, such as Employee Agreement.
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| * Type: Pick the document category; Contract.
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| * Contract: Pick the document you wish to send.
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| * Click the tick to save this stage.
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| [[File:stage1-ea (2).png]] | | [[File:back-button.png|link=Documents Sent]] [[File:home-button.png|link=Main Page]] [[File:next-button.png|link=Organisational Charts]] |
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| * Click the New Stage button.
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| * Title: Give the stage a name; Employee Handbook.
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| * Type: Pick the document category; Policy.
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| * Policy: Pick the document you wish to send; Code of Conduct.
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| * Click the tick to save this stage.
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| [[File:stage2-eh.png]]
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| * Click the New Stage button.
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| * Title: Give the stage a name; Position Description.
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| * Type: Pick the document category; Contract.
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| * Contract: Pick the document you wish to send; Position Description
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| * Click the tick to save this stage.
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| [[File:stage3-pd.png]] | |
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| * Click the New Stage button.
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| * Title: Give the stage a name; Upload ID
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| * Type: Pick the document category; Document Upload
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| * Document Category: Pick the document category that is relevant; Licenses
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| * Click the tick to save this stage.
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| [[File:stage4-license (1).png]]
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| * Click the New Stage button.
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| * Title: Give the stage a name; Upload Certificates
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| * Type: Pick the document category; Document Upload
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| * Document Category: Pick the document category that is relevant; Certificates
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| * Click the tick to save this stage.
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| [[File:stage5-certs.png]] | |
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| * Click the New Stage button.
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| * Title: Give the stage a name; Uniform Order
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| * Type: Pick the document category; Custom Field
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| * Custom Fields: Pick the custom fields you’ve created that you’d like to include in this stage; Bottoms Size (2), Shirt Size (3)
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| * Click the tick to save this stage.
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| * Click Done to complete your onboarding workflow template.
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| * Note: You can edit the stages, name or even delete the workflow by using the pencil to edit and bin to delete.
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| [[File:stage6-uniform.png]]
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| [[File:template-success.png]]
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| [[File:template-created (1).png]]
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