Restarting a Process

In Onboarding (Transitions), you can restart Onboarding (Transitions) processes from the beginning (provided you have the necessary user type permission).

There is no way to make a correction to a task or form after the task or form has been submitted as part of a running Onboarding (Transitions) process (unless the process was configured to enable corrections to a form later in the process). If an error is committed at some point in the process, the latter can be restarted from the beginning from the Onboarding (Transitions) Center, the Recruiting Center, or using Taleo Connect.

To restart a running process in the Onboarding (Transitions) Center, users open the process details page and click Restart.

Whenever a process is restarted in Onboarding (Transitions), the process uses the most up-to-date information. The process starts at the beginning, assigning each task to the right participant(s). This typically means that the same forms will be assigned to the same people again. Fortunately, the system retains almost all the information the participants entered on forms they submitted. Most information regarding the candidate or employee, the requisition or the offer is retained. This means that most fields will already contain values when the assignees receive the form the second time as part of the restarted process. On the other hand, if a form contains fields that require information that is unique to a process (an electronic signature field, for example), assignees must reenter the information each time the form is presented.

There are three ways to restart an Onboarding (Transitions) process, each of which has a slightly different effect on the data that is stored in Onboarding (Transitions).

• Restart the process from the Onboarding (Transitions) page. This action maintains all the existing information in Onboarding (Transitions) that had been used in the prior Onboarding (Transitions) process prior to restarting the process.

• Start the process again from Recruiting after data was updated. The effect of this action is like undoing the changes that had been made in the Onboarding (Transitions) process prior to restarting the process.

• Start the process again from Recruiting without updated data. The effect of this action is that only information about Assignment, Position and Application used in Onboarding (Transitions) will be reproduced in the new process.

Note: If an Onboarding (Transitions) process is currently running for candidates or employees but the process has since been disabled by the Onboarding (Transitions) administrator, users cannot restart the process for those individuals. This is by design and is perhaps best explained by an example. Take the case of a new hire process that a Recruiting Center user starts for a new hire. Some time afterward, the organization decides to replace the process with a somewhat different one. Consequently, the Onboarding (Transitions) administrator disables the original process and enables the new process. The new hire, to whom the original process is still assigned, submits a form that contains an important mistake. Onboarding (Transitions) Center users and Recruiting Center users can still cancel the new hire's process. It is not be possible, however, to restart the original process because it was disabled by the administrator. For this reason, the Restart button is not be displayed on the process details page of the new hire in the Onboarding (Transitions) Center. The new process, or any other process the administrator enabled, can be started for the new hire from the Recruiting Center or using Taleo Connect.