Steps Overview

Steps are groups of activities (forms, emails, etc) that make up and define your process. They are "containers" in process flows for related activities. Steps can either be Employee or Team Member facing.  Steps are located within the process and can be easily adjusted and moved around to maintain your needs. 

Most clients choose to have steps contain related activities. For example, a "Welcome" step in a preboarding process might have a welcome email, a video introducing the employee to the company culture, a content form outlining the company mission, and a data entry form collecting employee data.