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Workflows

Accessible to administrators and managers (view limited to their direct report)

Updated over a week ago

Create workflows in the category Workflows > All Workflows.

Workflows allow you to create templates for recurring processes within your company (Onboarding, Offboarding, ...).

Templates are composed of tasks that can be started in the form of a workflow assigned to a user with a deadline for completion.

This page displays the current workflows, completed workflows can be viewed via the “Show completed workflows” button.

A workflow allows you to start a recurring process by:

  • selecting a predefined model

  • assigning an employee responsible for its implementation

  • indicating a deadline for completion

An employee assigned to a workflow receives a notification with a link to the tasks to be performed.

Administrators and managers can create new workflows for direct reports based on existing templates.

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