Setting up Process Types

When you use the Process Manager, you must specify a type for each process or template that you define.

To set up process types:

  1. On the Process Manager - Process Types form, click the filter-in-place button and add new records at the bottom of the grid.
  2. Specify a Process Type and a description. For example, you could specify these process types for Human Resources: Onboarding (Hiring), Offboarding (Termination), Promotion, Transfer, and Medical Leave.
  3. Save your changes.
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