Adding a Step

To add a step to a process flow:

1. Navigate to the Processes List
2. Select the name of the process you want to add the step to or go through the Create Process flow
3. Select Add a Step
4. Select the type of step you want to add
5. Add the Title
   • This will be displayed in the Employee Portal
6. Add the Step Type
   • This will determine if the step needs to be completed by the Employee or by a Team Member
7. Select if Admin Signature should be applied to forms in the step
   • This is only available for Team Member facing steps
8. Add an explanation
   • This will be displayed in the Employee Portal
9. Configure any events needed
10. Place that step in the desired location
    • This can be done by dragging and dropping the step or using the left and right arrows
11. Add Activities to the step
12. Drag and drop the activities into the desired order in the step

Step Types

• E-Signature
  • This is an Employee-facing step
  • The step will automatically contain the E-Signature creation form, which will collect an Employee's signature (note that Admin signature is applied differently)
  • Any forms placed after the E-Signature form (either in this step or in subsequent steps) will have the employee's signature applied
  • 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.
• Blank
  • This step can be defined as either Employee or Team Member facing
  • This step is the main type of step that will be used
  • This step can be used numerous times within one process
• W4 Wizard
  • This is an Employee-facing step.
  • This will add the Tax Wizard to the process flow
  • The Tax Wizard will present employees with their tax withholding forms
  • 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.
• I9 Section 1
  • This is an Employee-facing step.
  • This step presents Section 1 of I-9 to the Employee
  • 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.
• I9 Section 2
  • This is a Team Member-facing step.
  • This step presents Section 2 of I-9 (and EVP if applicable) to a Team Member
  • If you add Section 1, make sure to add this 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.

Activity Types

• Forms & Content
  • Allows you to add a data entry form, agreement form, or content form to the step
• Email
  • Allows you to add an email to the step
  • The email will be sent when it is reached in the process flow. For example, if an email is the first activity in step 3 it will be sent when the employee reaches step 3
• Tasks
  • Allows you to add Team Member tasks to the step
• Processes
  • Allows you to chain another process flow to the existing process flow
  • The process flow will be assigned when it is reached in the process flow. For example, if a process flow is chained as the last activity in step 10 it will be assigned to the employee when they reach the end of step 10
• Surveys
  • Allows you to a preboarding or exit survey to the step