- Step #: The step number for a step. Automatically generated when a new step is added. Can be adjusted from this page, but the step number must be unique.
- Dependent Step #: The step number required to be completed before this step can be started.
- Resource: The individual responsible for completing this step.
- Target Duration: How many days allowed for this step to be completed.
- Email Enabled: If an email will be sent to the resource.
From the Action Drop-Down menu, click Add to begin.
Step 1 - Configure Step
Text Entry/Drop-Down Menu Options
- Step #: A unique number that is automatically generated when a step is added. Can only be adjusted from the main Configure Steps page.
- Dependent Step #: The step that must be completed before the current step can be started.
- Step Name
- Target Duration (Days): The number of days allowed for a step to be completed.
- Resource: The individual responsible for a step.
- Eligibility Rule: Determines who is eligible for the step will be included in a workflow.
- Email Resource when the step is initiated.
- Include the Attached Documents (as attachments) in the Email: Include the attached documents from Step 2 within the email sent to the resource.
- Automatically mark this step as complete immediately after start: Used if an email needs to be sent to a resource only.
- Allow Documents to be uploaded within this step.
Step 2 - Attach Documents
- Uploaded New Document or Select Document from Previous Step
- Require Electronic Signature
- Allow Employees to view document from Employee Portal
- Name of Document
- Display Order of Documents
- File to Upload
- Document Drop-Down Menu
Step 3 - Prefilled Forms/EZSign
Attach Prefilled Forms to be available for download by the assigned resourced when completing this step.
Step 4 - Select Surveys
Attach a Survey to be downloaded by the assigned resource when completing the step.
Step 5 - Info Modules
If needed, select an included module from the list to require the completion of employee information with the step.
Step 6 - Email Template
If needed, enter an email template to be appended to workflow notification emails.