Define a Process Flow Step

Access the Define a Process Flow Step form.

1. On Define a Process Flow Step, review the Sequence Number field and click Next.

2. On Define Director Text, add employee instructions, comments, or feedback that assist an employee in the enrollment process step.

3. On Define Director Text, click OK.

4. On Design a Process Flow Step, review these options under the Action heading:

   • Call An Application

   • Display Director Form

5. Complete these fields under the Action Definition heading and click Next:

   • Self-Service Step

   • Sequence Number

6. Repeat steps 2 - 7 until all steps of the process flow are complete.

7. When all process flow steps are defined, click Finish on the final appearance of the Design a Process Flow Step form.

8. On Process Flow Detail, review the process flow, make changes or additions, and then click OK.

Sequence Number

Enter a number that specifies the sequence of information.