You can launch a process for an employee from the Onboarding/Offboarding module or from their profile. The permission Processes > Allow editing and triggering is required.
When a process is triggered, the task owners immediately receive a notification email. It is therefore essential to trigger the process at the appropriate time. If a task is assigned to an employee who does not yet have a user account, that person will not receive an email.
A status is visible for each triggered process: In Progress, Late, Done, or Cancelled.
If you complete or cancel the process, all unfinished tasks will be marked as completed or cancelled.
Please note that it is not possible to launch a process for a promotion or a job change. However, you can manually launch an onboarding process for an employee who is already on staff, with deadlines based on the start date or a return date.
From the Processes Page
- On the processes page (Onboarding/Offboarding > Process), click the +Launch a process button at the top right.
- In the window that opens, select the desired employee. If the employee already has an ongoing process, you must complete or cancel it before triggering a new one.
- Specify the type of process (Onboarding or Offboarding) to select it from the dropdown list. If the process does not appear, either the employee does not have a job title, or no process exists for their job title.
- Under the process details, you can select or create new tasks as needed. When creating a new task, it will be added only to the employee’s process. It will not be saved as a template and cannot be reused in other processes. The order of tasks can be modified.
- When you are finished, click Trigger.
Once the process is triggered, you can view, complete, or cancel it by clicking on (More options). Clicking on the process also allows you to view it and modify the tasks (task owner and due date only).
You can use the search functions to filter the list or click on the column headers to sort them.
To customize the view, click the icon to the right of the table.
From an Employee's Profile
- Navigate to the employee’s profile.
- Click on the Processes tab, then click the +Launch a process button at the top right.
- In the window that opens, specify the type of process (Onboarding or Offboarding) to select it from the dropdown list. If the process does not appear, either the employee does not have a job title, or no process exists for their job title.
- Under the process details, you can select or create new tasks as needed. When creating a new task, it will be added only to the employee’s process. It will not be saved as a template and cannot be reused in other processes. The order of tasks can be modified.
- When you are finished, click Trigger.
Once the process is triggered, you can complete or cancel it by clicking on (More options). You can also add new tasks and modify existing tasks.
You can use the search functions to filter the list.