Create Onboarding and Pre-screening Workflows for your new hires
The Workflow Manager allows you to create workflows and welcome emails for your new hires. These
welcome emails will include a comprehensive Onboarding or Pre-screening Workflow with Content
Pages, a Personal Information section, a File Upload section and Verification Tasks.
- Click the Add Workflow button to begin building your Workflows
2. Click Build from scratch, if you want to build a workflow from scratch and then skip to step 4
3. Click duplicate from existing workflow if you have an existing workflow that you want to copy.
You can then select the workflow you want to copy from the drop-down box that appears and
click save.
4. If you selected Build from scratch in step 2, add a workflow title
5. Select the workflow type from the dropdown box option are:
Pre-Screen: A Pre-Screen Workflow is used to qualify candidates before you select the
successful candidate for a role. The candidates can add their personal information, upload
compliance and credential files, self-assess against required skills and assign themselves to
Talent Pools.
Onboarding: An Onboarding Workflow is used to introduce your new hires to your company.
You can request additional compliance and credentials files, complete Police Checks and Work
Rights Checks and have your new staff complete induction courses.
General: A General Workflow allows you to create a workflow unique to your organisation.
Build your own workflow using the various Workflow Tasks available, including file uploads,
Police Checks, courses and self-assessed skill.
6. Add a description to give more context to the Workflow.
7. Set the status of the workflow. Active means users can access the workflow. Disabled means
users will not be able to view the workflow on the platform.
8. Click Save to save changes
