3. What have you done?!
• Workflow Design
• Types of workflows
• Workflow processes
• Step Design
• New step vs. New workflow
• Page Design
• Forms, Surveys, and Info Pages
4. Workflow Design
• Types of Workflows
• By branch
• Hint, hint: Internal branches
• By industry
• Industrial, Drivers, Healthcare
• By company serviced
• Smith Company: Online Application
• Great Cookie Company: Onboarding
• By language
• Psssssst: Don’t forget about localizations
• Web public vs. private
• Workflow Processes
• Service rep advance vs. Auto advance step
5. Step Design
The Big Debate: New step vs. New workflow
Do you have…
One workflow with multiple steps?
• Examples:
• WF1 is two steps: Online Application and Onboarding
• WF2 is ten steps: Onboarding
• Each page is a step and applicant is auto advanced
Multiple workflows with one step each?
• Examples:
• WF1: Application
• WF2: Onboarding
• WF3: California Onboarding
• WF4: ADP Enrollment
6. Page Design
• Info Pages:
• Custom text
• Videos
• Survey Pages:
• Quizzes based on logic, experience, and industry
• Form Pages:
• Specific to customer, industry, and location
All pages can be localized
Survey and Form pages can be saved as PDFs
7. Okay but do you have an example?
Sure do!
Let’s walk through an example of a workflow that shows just how flexible
HRCenter is.