Sharing a Process

Before you start

The user you select requires a user type necessary for his or her role in the process.

Here's what to do

  1. In the Onboarding (Transitions) Center, Processes section, click the name of the candidate, new hire or employee.
  2. On the Process page, click the Share link.
  3. On the User Selector page, find the name of the new user you want to select.
    You can use the Refine by and accompanying field to find the user more quickly.
  4. Click the check box next to the name of the user you want to select.
  5. Repeat steps 3 and 4 for each user you want to select.
  6. Click Select.

Results:

The people with whom you shared the process will be able to view it and perform actions on it.