Process Templates
- How To Track the Completion of Onboarding or Info Requests
- How To Create and Edit a Process Template
- How To Upload a Form and Add It to a Process
- Guide to Edit or setup Process Step Groups
- How to Re-order Process Steps
- Add a Signature and Date stamp to a Document
- How To Add or Update a Video in a Process Template
- How to use the Read and Sign Job Document Step in a Process Template
- How to use the Bank Detail Step in a Process Template
- How To Add a Job Description Document Sign-Off Step to Onboarding
- How To Add a Policy to Onboarding
- How To Add a Form to Onboarding
- How to create multiple onboarding journey processes
- How to filter what Onboarding or Offboarding journey an employee receives
- How to update video image placeholders and video titles in Onboarding