In this entry we will go over the different options of the Process tab. When you click on Processes you can access the following tabs: Attachments, Templates and Types.

By clicking on attachments you get an overview of all the ongoing or archived/completed processes. This allows you to keep track of the processes in progress and their status of completion.

You can switch between the ongoing processes and the archived ones by clicking on ongoing processes that you can find next to attach process. This activates a dropdown menu from where you can choose the overview you need. The button attach process lets you attach a process for one or more of your employees. Choose the employee/employees in concern from the dropdown menu and click on attach process. Learn more on how you can attach a process in this article: Attach process template.

The tab templates gives you an overview of all the pre-made templates on your account, but this is also where you can create a new process template. Learn more about how you create a new template in this article: Create a process template. 

Additionally, you can decide which templates you want to be displayed by choosing a specific department. Simply click on all departments. Process templates can be attached to the entire organization or just single a department. You can also search for a department by using the search function on the right.

In the template overview, you can click on each template so its contents expands. This allows you to see a presentation of all the tasks on the left, and on the right you can see the sequence of events for the process in concern.

You can edit and delete a task by clicking on the three dots next to the task in question. You can also switch the task sequence display by clicking on the dotted field on left and dragging it up or down.

Here you can see how you edit and move a task in a process.

Please note that switching the sequence of the tasks only matters visually. This means that switching the sequence will not affect the process itself. A task with a starting day on day 4 will still need to be managed on day 4 even if you switch around the task visually like demonstrated above.

Finally, you can edit the process itself by clicking on the three dots in the upper right corner above the timeline. This activates a smaller menu from where you can edit, clone and delete the template as well as attaching a process to an employee.

Add a new process type via the tab Types. All you have to do is provide it with a name. A type is defined as an overall category for multiple processes that can serve as a distinguisher for which roles should have the rights to view or edit the separate types.

If you choose to create different process types and wish to distinct between who has the right to view or edit the different types go to settings and edit the rights of the role in question. Learn more about roles and rights here: roles and rights.

For instance, a process type could be recruitment/layoffs to which your pre-, on- and offboarding processes are attached. Another example could be your staff development interviews type that includes the staff development interview template.

See an example below:

If you tick the box next to a given process type, the bottom menu with selected is activated. This menu allows you to delete process types.

This entry has gone over the different options of the process tab. If you want to learn more about processes, use the links below: