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Configure Workflow Step for Core HR - Prefilled/EZSign

Navigating to Prefilled/EZSign for a Workflow
  • Expand Settings and click Workflow Management from the menu.


  • Click the name of the workflow.


  • Click the Configure Steps tab. 


  • Click the step name if you are editing. Otherwise, use the Actions drop-down menu and click Add to add a step.


  • Click the Prefilled/EZSign tab. If you are unable to click the tab, then you must first configure the "Configure Step" tab. For more information, you can refer to the following article



Select any Prefilled or EZSign form to be filled out in this step, then click Save. For assistance with setting up prefilled forms, you can refer to the following article.

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