Workflow Management
Create and manage workflows for employees to complete.
- Process for Creating a Workflow for Core HR
- Quick Guide: EZSign vs. EchoSign
- Using EZSign and EchoSign
- Workflow Management Overview
- Creating a Workflow - Step 1: Configure Properties
- Creating a Workflow - Step 2: Configure Steps Overview
- Creating a Workflow - Step 2: Configure Steps - Configure/Add Step
- Creating a Workflow - Step 2: Configure Steps - Attach Documents
- Creating a Workflow - Step 2: Configure Steps - Prefilled/EZSign
- Creating a Workflow - Step 2: Configure Steps - Select Survey
- Creating a Workflow - Step 2: Configure Steps - Info Module
- Creating a Workflow - Step 2: Configure Steps - Email Template
- Multiple Location Onboarding
- Workflow Library
- Reports for Workflow Management
- How to Trigger a Workflow for Multiple Employees
- Workflow Utilities
- Settings - EchoSign Activation