Create Onboarding Workflow

The Create Onboarding Workflow page allows administrators to create onboarding workflows. The workflows can be created for new hires who are just entering the organization, or they can be created for internal employees who are starting a different role. The workflows help employees acclimate to the company and their position. They can also include forms created from the Form Management functionality. Such forms may be needed for Human Resources, IT Security, or other departments that are part of the employee onboarding process.

To access the Create Onboarding Workflow page, click the Create Onboarding button on the Onboarding Workflows page.

Save/Cancel Workflow

Click Save to save the workflow. Note: If a task has not been saved to the workflow, the workflow cannot be saved.

Click Cancel to cancel creating, editing, or copying the workflow.