Creating a Process

In the Processes tab of the Processes & Contents page, click Create Process.

1. Enter an Identifier. The identifier is how the process will be presented in the database.
2. Enter a Name. The name will be displayed in the "Select a process" drop down menu.
3. Enter a Title. This is what the candidate will see on the Candidate Summary page.
4. Enter an Explanation. Briefly explain the process. This information will be shown to the candidate on the Candidate Summary page.
5. Enter a Location Group. A Location Group must be assigned to a process for it to be made available. This controls which locations can use the process. DO NOT SKIP THIS STEP.
6. Click Add.
7. If necessary, select an Event.

Set a Milestone

Enter a Milestone Reference Name.

Select an option for When Process is.

Click Add. 

Send an Email

Select who the email should be sent to.

Enter their Email Address.

Select an Email Template.

Select an option for When Process is.

Enter an option for After.

Click Add.

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