Difference between revisions of "Onboarding Workflow"
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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. | ||
[[File:Create- | [[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]] | ||
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[[File:back-button.png|link=Documents Sent]] [[File:home-button.png|link=Main Page]] [[File:next-button.png|link= | [[File:back-button.png|link=Documents Sent]] [[File:home-button.png|link=Main Page]] [[File:next-button.png|link=Organisational Charts]] | ||
Latest revision as of 08:19, 8 September 2023
Through the Onboarding tab, you’re able to create a custom workflow to help digitise and streamline the sending and receiving of documents like contracts, policies and employee handbooks, even requesting uniform sizes with Custom Fields.
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.
