Once a process flow has been assigned to an employee you can edit or cancel it.
Editing a Process Flow
To update a process flow that has been assigned to an employee:
- Navigate to the Employee List
- Select the Employee's name
- Select the Process Flow tab
- Select the edit pencil in the Actions column
- Update the information you wish to change
- Select Update
Cancelling a Process Flow
Process Flows can be cancelled from the Employee List or from within the Employee's profile
Cancelling from Employee List
Cancelling a process flow from the Employee List will only cancel the process flow that is visible from the list. Additional process flows need to be cancelled from the employee's profile.
- Navigate to the Employee List
- Select the checkbox next to the employee's name
- Select Cancel Process Flow in the bottom right
- Select Continue on the warning prompt
Cancelling from the Employee's Profile
- Navigate to the Employee List
- Select the Employee's name
- Select the Process Flow tab
- Select the cancel icon in the Actions column
- Select Continue on the warning prompt
Comments
1 comment
Are you able to bulk edit the process due date after the employees have already been uploaded into the system?
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