Steps on the Process Page

The Steps section on the Process page lists all the steps in the Onboarding (Transitions) process.

Detailed information regarding the task associated with a step can be obtained on the Task page. When the Task page is displayed for a completed step, any related source is shown with information filled in about the candidate or employee. Additionally, notifications and reminders can be sent from the Task page.

Steps
Column	Description
Name	Name of a step associated with the process. The name might be a link that leads the user to a page where the associated task can acted upon. The main actions that can be performed on a task are accessible from this link. Routing tasks are not displayed as a link.
Start Date	Date when the step was assigned and the step obtained In Progress status.
Due Date	Date by which the step must be completed. This date is based on the date the previous step was completed plus the amount of time that the Onboarding (Transitions) administrator specified was necessary to complete this step. Reminders can be configured based on the due date. If the task is not completed by the due date, the entire process is designated Overdue in the following places: Onboarding (Transitions) channel in the Recruiting Center Process filter in the Onboarding (Transitions) Center Progression bar in the Processes section in the Onboarding (Transitions) Center is displayed in red.
Status	Status of the step. Statuses are: Completed: The step was completed with success. In Progress: The step is assigned and ready to be completed. Terminated: The step was ended before normal completion. When the current task is impossible to complete or inappropriate, termination of the step is a way to enable the process to continue. A task (step) that is terminated is skipped and the assignees do not have to complete it. The next task(s) in the process are assigned to the corresponding assignees i.e. the process advances. Be mindful, however, that if the terminated task is a form intended to gather information to be used later in the process, the absence of that information might have undesirable consequences.
Assignees	Name of the actors, person or system who must perform the step.
Actions	Actions that are not accessible from the Task page and can be performed on the step, such as Terminate.

Sorting steps

In cases where a process is composed of a large number of steps, the list of steps in a candidate's or employee's process might span a number of pages in the Onboarding (Transitions) Center. To enable Onboarding (Transitions) Center users to find a step quickly in a long list of steps, sorting capabilities were added to the following columns: Name, Start Date, Due Date and Status.

To sort the list of steps by a column header, users click the corresponding column header (Name, Start Date, Due Date and Status). The list is resorted automatically to reflect the user's selection. In addition, users can click a column header repeatedly to switch between ascending and descending order.