In this lesson you’ll learn how to create your first automated Onboarding Workflow in Worksuite, which helps you automate a series of actions to bring your talent into your organization seamlessly and get them set up for success.
What is an Automated Onboarding Workflow?
A workflow is a curated series of automated steps that communicates information, collects documents, and performs actions on your behalf. Just specify the “stages” you’d like to happen, and the conditions under which you’d like them to happen, and this will take place on autopilot.
We built Worksuite’s workflows to eliminate admin work and seamlessly onboard your candidates and freelancers, while you sleep.
Whether that’s…
- signing NDAs
- collecting bank & tax info
- verifying driver’s license
- running background checks
- asking for rates and availability
- sharing brand/editorial guidelines so they can jump right into a project
Watch the overview video above, and in the next lesson we’re going to create your first Onboarding Workflow!
Exercise
- Think of 2-3 manual admin tasks in your team that you could automate with a Workflow.
- Go to the Onboarding module of your Worksuite environment —> Create New Workflow.
- Name your Workflow, then start drafting the Stages and Save your work.(Don’t worry, this won’t get sent to anyone yet! You can fine-tune it before adding talent to the appropriate workflow.)