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Assigning Workflows

Now that we've covered how to assign individual tasks to the HR User and new hire, let's discuss workflows. A workflow is a bundle of tasks that can be assigned at the same time and include established due dates for each task. Workflows improve your efficiency by allowing you to select one item that includes multiple tasks. Workflows also help ensure that tasks are assigned consistently and in accordance with your agency's onboarding procedures and timelines. Your office is responsible for creating customized workflows that align with your agency's hiring process. Creating and assigning workflows is strongly recommended in order for your agency to gather accurate onboarding data for reporting purposes.

To assign a workflow, click Assign Workflow.

New Hire assigning new hire workflow to a record