Creating a Process

To create a process:

1. Navigate to the Processes tab
2. Select Create Process

4. Enter an Identifier
   • The identifier is an internal identifier for the process flow.
5. Enter a Name
   • The name will be displayed in the "Select a process" drop down menu when adding the process flow to an employee
6. Enter a Title
   • This is what the employee will see when they log into the Employee Portal to complete the process flow.
7. Enter an Explanation.
   • Briefly explain the process. This information will be shown to the employee in the Employee Portal.
8. Enter a Assign to Location(s)
   • A Location must be assigned to a process for it to be able to be assigned to an employee. This controls which locations can use the process. DO NOT SKIP THIS STEP.
9. Optional - Add events
   • To learn more about events visit this article: Event.
10. Click Save