Process Flow Report Overview

PLEASE NOTE: This report shows the last 24 months of data based on the Employee Due Date. For example, if it is January 1, 2023, the reports will show data where the Employee Due Date is January 1, 2021 through January 1, 2023.

The process flows report allows Team Members to quickly see where in a process flow their employee are. If an employee has been assigned to multiple process flows, they will have multiple rows in this report. This report does not show process flows that have been archived.

Data points on this report are:

1. Name – The Employee’s full name.
   1. Display – Last, First Middle
   2. Sorting – Text by Last, First, Middle
   3. Filtering – Text using Contains
2. Email Address - The employee's email address.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Text using Contains
3. User API Identifier – A Click Boarding unique identifier for the employee. This is hidden by default.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Text using Contains
4. Candidate API Identifier – The identifier that is used in employee API calls such as the Candidate/{id} – GET.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Text using Contains
5. Employee Experience – The type of process flow assigned to the employee.
   1. Display – Onboarding, Offboarding, Employee Lifecycle
   2. Sorting – In designation: Onboarding, Offboarding, Employee Lifecycle event
   3. Filtering – Pick list with text to filter
6. Process Flow – The process flow name
   1. Display – Process Flow Name
   2. Sorting – Text by Process Flow Name
   3. Filtering – Pick list with text to filter list
7. Process Flow Id - This is a Click Boarding generated id for the employee's specific instance of the process flow. This is hidden by default.
   1. Display – Process Flow Name
   2. Sorting – Text by Process Flow Name
   3. Filtering – Pick list with text to filter list
8. Current Step – The step name of the step the employee is on in the process flow. For completed process flows, current step will show the last step in the process flow. For canceled process flows, current step will show the step last step the employee was on when the process flow was canceled. If current is blank, this indicates that the employee was assigned to a process flow that does not have any steps in it or that they were assigned to a process flow where a form has a rendering error.
   1. Display – Step title
   2. Sorting – Text by Step title
   3. Filtering – Pick list with text to filter list
9. Location – The location that is assigned to the employee during process flow assignment.
   1. Display – Text
   2. Sorting – Text by Location
   3. Filtering – Pick list with text to filter list
10. Status – The status of the process flow. If an employee has declined a form in a step, the status will show as Needs Attention.
    1. Display – Started, Completed, Canceled, Needs Attention
    2. Sorting – In designation: Started, Completed, Canceled, Needs Attention
    3. Filtering – Pick list with text to filter list
11. Due Date – The date the process is due. (n.b. this is not employee Due date)
    1. Display – mm/dd/yyyy
    2. Sorting – Date
    3. Filtering - Date using Equals, Greater than, Less than, Not equal, In range Blank, Not blank
12. Completion Date – The date the process flow was completed. If the process flow is still in flight, it will be blank.
    1. Display – mm/dd/yyyy
    2. Sorting – Date
    3. Filtering - Date using Equals, Greater than, Less than, Not equal, In range Blank, Not blank
13. Coordinator – The coordinator assigned to the employee's process flow.
    1. Display – Text
    2. Sorting – Text
    3. Filtering – Pick list with text to filter list
14. Hiring Manager – The Hiring Manager assigned to the employee's process flow.
    1. Display – Text
    2. Sorting – Text
    3. Filtering – Pick list with text to filter list
15. Recruiter – The Recuiter assigned to the employee's process flow.
    1. Display – Text
    2. Sorting – Text
    3. Filtering – Pick list with text to filter list