Onboarding Plans - ONB


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Onboarding Workflow Templates

Instructions

Workflow Templates is where you will create and assign particular tasks to a jobs onboarding plan.

  1. First, select your job from the drop down menu.
  2. From there you will be able to create and assign Operations, IT, HR, Maintenance and Supervisory Workflow tasks to anyone within your organization.
  3. Title your task and then add a brief description relating to the task. Once the description has been added  and the task has been Saved, Workflow Agents can be assigned. 
  4. To add an agent responsible for the task, select an individual from the drop down menu and then click “Add New Agent.”  Once this has been done the individual will show up as an assigned agent.
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