Creating a Step

The process must be in Draft status.

Configuration > [Onboarding (Transitions)] Administration > Processes

1. In the process you just created, click Create Step located in the Steps section.
2. Select the type of step you want to create then click Continue.
3. Click the Search button to select a predefined task and click Continue.
4. Provide a description for the task step.
5. In the Sequence field, specify the order by which the tasks display by entering a numerical value. This will only affect the display of the tasks. The true order in which the tasks are performed is determined by the transitions among the steps.
6. In the Duration field, enter the number of days expected for the step to take.
   This will help calculate the due date of the step. The duration is reflected in the process status bar in the Onboarding (Transitions) Center.
7. Select one or multiple assignees who are to perform the step.
   You can select specific users or specific roles.
8. From the Execute Step list, select whether the current step should wait for one or all of the steps before it to reach completion. See Understanding Step Execution.
9. From the After step execution list, select Execute all subsequent steps.
10. Click Finish.