Process Page

The Process page displays information about the candidate, new hire or employee, in particular detailed information regarding the associated Onboarding (Transitions) process and files.

The Process page contains up to five sections. These sections are:

General Information
Process
Steps
System Documents (depending on your user permissions)
History

The General Information section contains information about the candidate, new hire or employee: phone number, email address (if the person has one), job manager name and job start date. A Details link might also be available in this section if your organization uses such a configuration. Clicking the link displays a read-only form containing various fields about the candidate or employee. These fields were chosen by your Onboarding (Transitions) administrator.

The Process section displays the process to which the candidate or employee is associated, the process supervisor, the start date of the process, and the percentage of the process completed. You can share, suspend, restart or cancel the process, or view a preview of the process.

The Steps section shows closed steps, remaining steps to be completed and the people responsible for completing a step. If the step is in progress, the section shows the date the step is due, based on the duration configured by the Onboarding (Transitions) administrator for the task associated with the step. You can click a step to view step details and from there perform actions related to the step.

With the appropriate user type permissions, you can view the System Documents section. This section displays a list of PDF files associated with the candidate or employee and the process. These documents can be printed individually, printed in a batch, or exported from Onboarding (Transitions).

Finally, you can create and send correspondence from the Process page.

The History section is a log of actions taken on sections of the Process page, as well as the task completions and errors for each step in the process.