You can run the new Process manually or using the integration with the ATS
Manually
Starting the Onboarding Process is very simple and requires you to make a few simple clicks.
Go to the "Processes" tab and then click on the blue "Start Process" button in the upper right corner of the screen.
On the screen you will see the Process startup wizard consisting of 3 simple steps.
Step 1: Select the Workflow to be the basis for the Process to be started.
Step 2: Select the employee to whom you want to launch the Process and the key date (date of hire for onboarding, date of last day on the job for offboarding, etc.). - you can read more about the dates here).
If the employee is not on the list, you can simultaneously create an account for him or her using the "or create a new employee" function.
Once the employee is established, click "Next" and proceed to the next step.
Click "Next" and proceed to the next step.
Step 3: Assign users to the roles present in the Process.
You can do this at the time of starting the Process, or skip this step and fill in this information later (or give other Roles the choice).
If the user you want to assign to a Role is not in the list, you can create an account for him/her using the "or create new" function - analogously to the first step for an employee.
If you have designated one person in a Role in the Role settings (find out what it is about here), then that person will automatically appear as the user designated in the Role when you start the Process.
By clicking "Next" you start the Process - done!
A summary with the most important information will appear on the screen. Click "Done" to close the wizard.
The new Process will be started according to the settings and will appear in the list on the Processes tab.
Using ATS Integration
Using ATS integration, you can not only automatically create user accounts, but also run Processes for them. Contact us and we will tell you how it works!