Adding Forms & Content to an HR Step

On the Processes page, click View to open the process. 

Click Add Activities.

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 Next.

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 toggle on the Grant assignee access to this form switch.

Click Update.