As a Company Administrator, you are able to manually assign a workflow to a general or onboarding user.

1. Navigate to Administration > Onboarding > Onboarding Workflows

2. Find the relevant workflow in the list > Click the arrow on the Edit button > select Assign Workflow

3. Select the users you'd like to assign the Workflow to > click the Assign to selected users button at the bottom of the page

4. A Confirm Workflow Assignment box that appears at the top of the page and Click the Confirm button to assign the workflow

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When assigning workflows in bulk, it can be easy to create duplicate assignments by accident. Here are some ways to identify users who already have the workflow assigned and prevent creating duplicates:

1. Users that already have the workflow assigned are displayed in grey within the user list. For example the user Harry Potter appears in grey below

2. Use the Hide users with existing assignments filter to remove them from the list. In the example below, Harry potter no longer appears:

3. The Confirm Workflow Assignment box will inform you when you're about to create a duplicate assignment

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As a Company Administrator, you are able to manually assign a workflow to general or onboarding users via their user profile.

1. Navigate to Administration > General > Users

2. Open the relevant user profile

3. Open the Actions menu, and select Assign Workflow

4. Select the desired workflow from the dropdown list and click Assign
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The user's Manager or Second Level Manager is also able to assign a workflow via the My Team tab.

1. Select the relevant user on the Team Members tab > Open the Actions menu and select Assign Workflow
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2. Select the desired workflow from the dropdown list and click Assign
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Another option is to assign the workflow at the same time you convert your candidate to an onboarding or general user. This method is only available to the Company Administrator, Manager or Second-Level Manager of the candidate.

When a candidate has accepted an offer, then the candidate can be converted to a General/Onboarding User by using the Create User Account or Create Onboarding Account options available in the Actions dropdown menu against the candidate in the requisition.

To assign the workflow:

1. Click on Recruitment > Requisitions

2. Locate the requisition the candidate has accepted the offer for

3. Click on the Candidates and select the Actions button next to the candidate

4. Click on either the Create User Account to convert the candidate to a general user or Create Onboarding Account to convert the candidate to an onboarding user

5. A popup will appear on the page. Select a workflow in the drop down menu under Select Workflow to assign the workflow and click Assign

6. The Add New User page will be displayed. You can edit/enter the necessary details for the user before clicking on the Save button.

7. A success message User Details have been updated! will be displayed.

8. You can verify the assignment of the workflow by viewing the User Profile and looking under the Workflow section in the Activity tab of the User Profile.

If you are not able to see the onboarding workflow to select in the drop down menu, please check the Availability field against the onboarding workflow settings to ensure the option None has not been chosen. If you have a group of administrators that should only have access to certain workflows, then it's recommend you use the Selected Users or Static Group for the Availability field.
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What Happens When You Delete an Assignment?

1. Navigate to Administration > Onboarding > Onboarding workflows

2. Find the respective onboarding workflow, click the Drop down icon > Workflow Assignments

3. Find the respective workflow assignment > Delete