This section outlines the onboarding flow, including the sequence in which employees complete their onboarding. It also allows you to customize the process with additional documents and fields to match your organization’s requirements.

Guidance on creating a custom Field: Here 

Guidance on creating a custom Document:  Here 

1. Select Onboarding

2. Select Onboarding Flows

3. Select Create New Flow

4. Name the Flow

5. Add a description of the Flow

6. Select a duplicate if desired or do step 7 to start from scratch

7. Select continue to customize flow

8. Use the + sign to add custom field, document or heading

9. Save as Draft to return later, or Activate when customizing has been completed. 

Important: A flow must be Activated before it can be assigned to employees. Drafts cannot be used.
 

Flow settings: 

Within Flow Settings, two system default steps can be optionally turned off:

• Direct Deposit
• I9 / ID Verification

 These are the only two system steps that can be disabled. All other default steps are always required.