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Workflows

Adding a document for talent review
You can add a PDF document to your workflow for talent to review as they progress. This provides talent with any necessary information contained in the docu...
Tue, 9 Nov, 2021 at 11:17 AM
Automatic W9 Stage
Stay compliant, no matter where your talent is based. Introducing Automated W9 Generation with a completely new Tax Info Form for your contractors!  ...
Wed, 8 May, 2024 at 4:04 PM
Content Stages
Add style and flavor to your workflows with content stages! Content stages make your workflow interactive and easier for your talent to follow! TABLE O...
Tue, 9 Nov, 2021 at 11:18 AM
Creating Workflows
Workflows allow you to have talent progress through customizable and distinct stages, whether they're a new talent onboarding for the first time or know...
Mon, 7 Nov, 2022 at 1:42 AM
Custom Workflow Notifications
Custom notifications in are simple yet powerful ways to enhance your onboarding process. What are Custom Workflow Notifications used for? Share info...
Tue, 27 Sep, 2022 at 6:50 PM
Duplicating Workflows
Onboarding workflows allow you to set up reusable workflows for current or future talent - making it easy to get agreements signed, questionnaires collected...
Wed, 10 Jul, 2024 at 4:55 PM
The Workflow Editor 2.0: How to Get Started
We've created an action plan to assist you to get going and set up your workflow as soon as possible. Since the majority of workflow setups are self-ser...
Thu, 18 May, 2023 at 5:44 PM
Workflows Overview
Workflows are a powerful tool that allows you to collect information, automate actions and connect your Worksuite modules, all adding automation to your pro...
Tue, 9 Nov, 2021 at 11:15 AM