We understand that getting started with the Workflows for Core HR can be overwhelming with the amount of data, previous configurations you may not want to touch, and the variety of options available. To help you out, we have compiled a list of articles that we think you may find useful. If you ever have any questions, feel free to contact us for support. You can also book time for Open Office Hours with Arcoro to discuss your current configuration and how you may be able to improve it.
- Assigning Documents for Signature with EchoSign - EchoSign is an option for workflows to help you gather your employees' signatures for key documents.
- Using Pre-Filled PDF Documents with EZSign - EZSign allows you to use pre-filled PDF forms to gather important data and signatures.
- Mass Assigning Workflows - Assigning to your employees in bulk is made easy with eligibility rules, so only the necessary employees are assigned.
- Assigning workflows to individual employees
- Creating and Using Surveys - Surveys allow you to quickly gather your employees' sentiments, thoughts, opinions, etc., to help your organization understand your workforce.
- Automated Workflow Reminders - The "Properties" tab of a Workflow allows you to enable periodic email reminders to the resources who have not completed their respective step.
- Workflow Settings Overview (Resources, Reminders, Roles) -
- Tracking Workflow Completion (Workflow Instances & Reports) - You can review the progress of a workflow through the instances of a workflow or with the reports.
- Using Workflows for Alerts and Notifications - The "Properties" tab of a Workflow allows you to enable emails to be sent when a specific step is reached, allowing your employees and managers to know when a step has been completed and/or if they need to be involved to complete a step.