Adding a Step

On the Processes tab of the Processes & Contents page, click View to open a Process.

Click Add Step and select which type of step you want to add.

 

E-Signature

E-Signature is a required step for a candidate to create an electronic signature to sign documents.

This should be either step one or two of any process that has documents for a candidate to sign.

This is a locked step. No additional forms can be added to this step; however, the details can be modified, emails can be triggered, and processes can be chained.

Screening

Include this step if you have screening integration.

CB will need your assistance getting the information needed to set up your screening provider.

CB will do the back-end screening set up. You will need to add the screening step and configure it properly.

There could be many processes with different screening steps based on different packages.

If you don't have a screening integration, but still want a screening step, use the Blank step.

This is a locked step. No additional forms can be added to this step; however, the details can be modified, emails can be triggered, and processes can be chained.

Offer

This step could be used numerous times within a process flow.

Internal Step: offer creation (where HR or Hiring Manager) is creating the offer letter

Candidate Step: presentation of the offer letter to the candidate for them to accept or decline

Blank

This step can be used for either candidate or internal facing steps.

This step is used for the catch all activities that don't fall under the other steps.

This step can be used numerous times within one process.

W4 Wizard

This is a candidate facing step.

This will add Tax Withholding dynamic functionality to your process.

If you don't want to add this functionality, we do have a Fed/W4 Form in our standard library that could be used within another step.

This is a locked step. No additional forms can be added to this step; however, the details can be modified, emails can be triggered, and processes can be chained.

I-9 Section 1

This is a candidate facing step.

This step presents Section 1 of I-9 to the candidate.

This is a locked step. No additional forms can be added to this step; however, the details can be modified, emails can be triggered, and processes can be chained.

I-9 Section 2

This is an internal facing step.

This step presents Section 2 of I-9 (and EVP if applicable) to internal resources to complete.

If you add Section 1, make sure to add this internal step.

We recommend that this is the last step of your process.

This is a locked step. No additional forms can be added to this step; however, the details can be modified, emails can be triggered, and processes can be chained.

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