Process Flow Report Overview

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

 

Process Flow Report

The process flows report allows Team Members to quickly see where in a process flow their candidates are. If a Candidate 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 This report does not show process flows that have been archived.

This report has 10 data points:

1. Name – The Candidate’s full name.
   1. Display – Last, First Middle
   2. Sorting – Text by Last, First, Middle
   3. Filtering – Text using Contains
2. User API Identifier – A Click Boarding unique identifier for the candidate.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Text using Contains
3. Candidate API Identifier – The identifier that is used in candidate API calls such as the Candidate/{id} – GET.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Text using Contains
4. Employee Experience – The type of process flow assigned to the candidate.
   1. Display – Onboarding, Offboarding, Employee Lifecycle
   2. Sorting – In designation: Onboarding, Offboarding, Employee Lifecycle event
   3. Filtering – Pick list with text to filter
5. 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
6. Current Step –The step name of the step the candidate 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 candidate was on when the process flow was canceled. If current is blank, this indicates that the candidate was assigned to a process flow that does not have any step 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
7. Location – The location that is assigned to the candidate during process flow assignment.
   1. Display – Text
   2. Sorting – Text by Location
   3. Filtering – Pick list with text to filter list
8. Status – The status of the process flow. If a candidate 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
9. Due Date – The date the process is due. (n.b. this is not Candidate 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
10. 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

For more information surrounding the functionality of Reporting, please see our additional Resource Center articles.