Overview
Process templates are used to create customized Onboarding Processes for new hires. Before creating a process template, the following should exist:
- At least one new hire portal
- A few task templates
Audience
Onboarding Admin
Create Process Template
Navigate to the Onboard Admin tab, then select Onboarding Process Templates.
Click + New Onboarding Process Template.
Click Add Task or Add Group to add task templates or task template groups applicable to this particular process template. For example, for a remote employee onboarding process, a desk setup task may not be required. Adding a task template group will quickly add a predefined group of tasks.
Complete the additional fields in the New Onboarding Process Template:
- Name - Provide your template with a unique name.
- Description – Describe what your new template will be used for.
- Corporate account – Bulk-ready process templates will fetch the list of bulk-ready task templates, and individual process templates will fetch individual task templates.
- Notify IT of New Hire – Removing this will remove notifications generated to IT for new. It is recommended to leave this on.
- Portal—Select a new hire landing page for this process type. This is a necessary step; you cannot create a new process without assigning a hire portal to it.
- Status—The template is marked Active by default. An orchestrator can use active templates to onboard new employees.
- Orchestrator – Select the person who will be onboarding employees.
- Watchers – Select users who should watch this onboard process (hiring managers, etc.).
Click Save. Your process template has been created!