Defining the Properties of a Process

Configuration > [Onboarding (Transitions)] Administration > Processes

1. Click Create.
2. Enter a code, name, and description.
3. Select the type of process: Process or Sub-process.
4. Specify the process owner by searching for a role or specific user.
5. (Optional) Select one or more supervisors.
6. In the Guidelines field, enter instructions as needed.
7. Click Save.