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Onboarding workflow - unable to assign tasks

  • 8 June 2023
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Hi

I am editing our onboarding workflow to include an additional step for our compliance manager. I am only able to add a step in for the two names below (or employee or manager - neither of which are applicable). I can see how to add a step in, but how do I assign it to an additional person that isnt on the drop down list? Thanks 

 

 

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Best answer by International Support Team 8 June 2023, 14:56

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Userlevel 5

Hey @LKA 

It seems that these employees names are not the employees themselves but the title of Onboarding Groups created to select them as a responsible. If you want to select another employee, please navigate to Groups as shown within your image and create a new group. You will then add the respective employee as a sole member of this group and now you will be able to select them as a responsible from the dropdown. 

For more information please refer to our helpcenter guide on Onboarding Groups

Please let me know if I can be of further assistance.

Best regards, 

Conor

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