How to use the Employee Licence Step in a Process Template

When creating an information request, onboarding process or offboarding process the Employee Licence Step allows a user to provide multiple detailed license, membership, or certificate information including expiry dates and documentation e.g. First Aid Certificate. You are able to make it mandatory or optional.

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For the information on how to add/edit steps in the process templates, please visit the How to create & edit a process template knowledge article.  

Please make sure you selected Content type = Employee Licence when you set up process step.



An example of what the Employee Licence Step can look like to employees is below.  


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