Adding Forms & Content to an HR Step

On the Processes page, click on the name of the process to open. 

Click Add Activities.

You can select from Forms & Content, Emails, Tasks, or Processes.

Click Forms & Content.

Click as many forms as necessary. The check mark will turn blue when the process is selected. If you know the name of the form you want to add, you can enter the name in the search bar. 

Scroll down and click Update.

The processes will be added in the step that you selected.

There are some forms that will be requiring you to select either a Role or individual Team Member that should be assigned to the form.

If the Team Member does not have access to the process flow via Location access, you will need to add the location in the Team Member Profile.

Click Save.