Onboarding workflows allow you to set up reusable workflows for current or future talent - making it easy to get agreements signed, questionnaires collected, required documents uploaded and profiles completed/updated. You can duplicate onboarding workflow and then modify them depending on your needs.
Click on the three vertical dots corresponding to the onboarding worklow in the onboarding section to see the option to duplicate the workflow.
Points to consider:
- We can duplicate a complete onboarding workflow. This will retain all the information from the onboarding workflow which you have duplicated with all stages.
- We can remove or add new stages to a duplicated onboarding workflow as per your requirements.
- Conditional logic is not duplicated. Contact Worksuite Support [email protected] to have it added again.
Support/Resources
Have questions about duplicating workflows?
Click the Support button in the bottom left to contact our amazing Support team or reach out to [email protected]