{"id":9832,"date":"2022-02-04T17:00:07","date_gmt":"2022-02-04T17:00:07","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/04\/complete-guide-to-automating-your-employee-onboarding-process-with-process-street-process-street\/"},"modified":"2022-02-04T17:00:07","modified_gmt":"2022-02-04T17:00:07","slug":"complete-guide-to-automating-your-employee-onboarding-process-with-process-street-process-street","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/04\/complete-guide-to-automating-your-employee-onboarding-process-with-process-street-process-street\/","title":{"rendered":"Complete Guide to Automating Your Employee Onboarding Process with Process Street | Process Street"},"content":{"rendered":"<p> <a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<div>\n<p><img decoding=\"async\" title=\"employee onboarding process guide\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/02\/employee-onboarding-process-guide.png\" alt=\"employee onboarding process guide\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/02\/employee-onboarding-process-guide.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"employee onboarding process guide\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/02\/employee-onboarding-process-guide.png\" alt=\"employee onboarding process guide\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Our very own <a href=\"https:\/\/www.linkedin.com\/in\/blakethorne\/\" rel=\"noopener\" target=\"_blank\">Blake Thorne<\/a>, <a href=\"https:\/\/www.process.st\/\" rel=\"noopener\" target=\"_blank\">Process Street<\/a>\u2018s Senior Product Marketing Manager, walks us through a demo of an <a href=\"https:\/\/www.process.st\/onboarding-software\" rel=\"noopener\" target=\"_blank\">employee onboarding<\/a> workflow we\u2019ve built using Process Street. <\/p>\n<p>He covers all you need from how an HR team could use Process Street to take a new hire from signing the offer letter, all the way through setup, orientation, paperwork, and system updates; basically, everything that needs to be done to consider them fully onboarded.<\/p>\n<p>This article is based on the <em><a href=\"https:\/\/www.youtube.com\/watch?v=hoorBH6LAsw\" rel=\"noopener\" target=\"_blank\">Complete Guide to an Employee Onboarding Process (Process Street Full Demo)<\/a><\/em> video. If you want to see Blake walk through the whole process in full, check it out here:<\/p>\n<p><center><iframe loading=\"lazy\" title=\"Complete Guide to an Employee Onboarding Process (Process Street Full Demo)\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/hoorBH6LAsw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/center><\/p>\n<h2>Walking through our employee onboarding workflow<\/h2>\n<p>Here\u2019s an overview of the complete onboarding process that we\u2019ll be walking you through in this article:<\/p>\n<ul>\n<li>Meet Bob Smith, your new hire!<\/li>\n<li>Customization: The sky\u2019s the limit<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\" rel=\"noopener\" target=\"_blank\">Embedded content<\/a>: Provide context &amp; standardize training<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"noopener\" target=\"_blank\">Task<\/a> &amp; <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\" rel=\"noopener\" target=\"_blank\">role<\/a> assignments: Collaborate with team during onboarding<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"noopener\" target=\"_blank\">Conditional logic<\/a>: Create flexible workflows that adapt to your employees\u2019 needs<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/slack-app\/\" rel=\"noopener\" target=\"_blank\">Process Street Slack app<\/a>: Bring your workflows to where your team is working<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"noopener\" target=\"_blank\">DocuSign + Process Street Integration<\/a>: Send out documents for signing automatically<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\" rel=\"noopener\" target=\"_blank\">Email widget<\/a>: Add pre-written emails into your workflow runs<\/li>\n<li>Email &amp; Slack notifications: Get notified wherever you are<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"noopener\" target=\"_blank\">Approvals<\/a>: Streamline authorization<\/li>\n<li>Wrapping up: Bob\u2019s first day<\/li>\n<\/ul>\n<h3>Meet Bob Smith, your new hire!<\/h3>\n<p><img decoding=\"async\" title=\"process street employee onboarding process example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/bob-smith-employee-onboarding-example.png\" alt=\"process street employee onboarding process example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/bob-smith-employee-onboarding-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street employee onboarding process example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/bob-smith-employee-onboarding-example.png\" alt=\"process street employee onboarding process example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Let\u2019s say this employee is Bob Smith. I\u2019ll type \u201cBob Smith\u201d as the name of the Workflow run, click \u201cRun workflow\u201d, and we\u2019ll see the Workflow run. This is what it looks like to start a new Workflow run manually.<\/p>\n<p>Another option is to start these automatically. That can be based on the actions happening in other applications. So, we could have an <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"noopener\" target=\"_blank\">integration<\/a>, for example, in our candidate tracking system, like <a href=\"https:\/\/www.greenhouse.io\/\" rel=\"noopener\" target=\"_blank\">Greenhouse<\/a>, and have our Workflow run kick off as soon as the offer is accepted. Then my team can get a notification that we have a new hire to onboard and it shows us what tasks to complete.<\/p>\n<h3>Customization: The sky\u2019s the limit<\/h3>\n<p>So, here we are now in our active Workflow run and this is starting the onboarding process for Bob Smith.<\/p>\n<p><img decoding=\"async\" title=\"employee onboarding process street workflow example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/employee-onboarding-process-street-workflow-example.png\" alt=\"employee onboarding process street workflow example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/employee-onboarding-process-street-workflow-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"employee onboarding process street workflow example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/employee-onboarding-process-street-workflow-example.png\" alt=\"employee onboarding process street workflow example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>On the left side here, you can see all the different process steps. This is everything we\u2019ve written out and designed in the Workflow. On the right, you\u2019ll see all the info and data for the particular step that you\u2019re on. This can be instructional content, like text, images, and video; it can be interactive stuff, like <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"noopener\" target=\"_blank\">form fields<\/a> to fill in; it can even be interactive content; it can have unique data pulling in and updating based on other systems and other activity happening. Really the sky\u2019s the limit here. <\/p>\n<p>Obviously, onboarding is a little different for every company. So, it\u2019s worth saying that everything you\u2019ll see in here is super customizable. We hope you see things that look immediately relevant for your company, but also encourage you to use your imagination. I\u2019m sure anything in your process can be built into Process Street, and there\u2019s a reason that onboarding is our most popular use case. <\/p>\n<p>And all of this is really easy for the Workflow creators to set up. Since we\u2019re a no-code platform, you can just drag and drop.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" data-attachment-id=\"16295\" data-permalink=\"https:\/\/www.process.st\/case-study-iq-food-co\/quotes\/\" data-orig-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-orig-size=\"30,25\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"quotes\" data-image-description=\"\" data-medium-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-large-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" class=\"aligncenter wp-image-16295 size-full jetpack-lazy-image\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" alt=\"\" width=\"30\" height=\"25\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img loading=\"lazy\" decoding=\"async\" data-attachment-id=\"16295\" data-permalink=\"https:\/\/www.process.st\/case-study-iq-food-co\/quotes\/\" data-orig-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-orig-size=\"30,25\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"quotes\" data-image-description=\"\" data-medium-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-large-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" class=\"aligncenter wp-image-16295 size-full\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" alt=\"\" width=\"30\" height=\"25\"\/><\/noscript><\/p>\n<p style=\"text-align: center; font-size: 24px; line-height: 1.5; letter-spacing: 2px;\">\u201cWe\u2019ve never met an onboarding process that we can\u2019t build in Process Street.\u201d<\/p>\n<h3>Embedded content: Provide context &amp; standardize training<\/h3>\n<p><img decoding=\"async\" title=\"process street employee onboarding screenshot\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-employee-onboarding-screenshot.png\" alt=\"process street employee onboarding screenshot\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-employee-onboarding-screenshot.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street employee onboarding screenshot\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-employee-onboarding-screenshot.png\" alt=\"process street employee onboarding screenshot\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Let\u2019s say I\u2019m the HR manager kicking this off. I can see we\u2019ve got a video here from our VP of HR. By having content <a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\" rel=\"noopener\" target=\"_blank\">embedded<\/a> directly in the process, Intercorp doesn\u2019t have to separately train each HR onboarding member to use the Workflow and drive the process. All the training and context is right in front of them as they do the work.<\/p>\n<h3>Task &amp; role assignments: Collaborate with team during onboarding<\/h3>\n<p>Notice I will now assign people to manage the onboarding process. I\u2019m going to select myself as the Onboarding Lead, and notice when I do that, on the left, my face now appears next to all these steps that I\u2019m now responsible for. So, it\u2019s doing some assigning against these tasks based on me being in this new <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\" rel=\"noopener\" target=\"_blank\">role<\/a> now.<\/p>\n<p><img decoding=\"async\" title=\"process street task assignments example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-task-assignments-example.png\" alt=\"process street task assignments example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-task-assignments-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street task assignments example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-task-assignments-example.png\" alt=\"process street task assignments example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>I\u2019ll also go ahead and select Jalen Washington as the HR director, and Will Carter as our IT specialist, and they\u2019ll pop up on some <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"noopener\" target=\"_blank\">tasks assignments<\/a> as well. <\/p>\n<p>Again, if we wanted, we could have these roles and assignments populated automatically as soon as the Workflow run kicks off. This could be based on different things, like who\u2019s on the team, who\u2019s in different groups, what data is coming in from different integrations; there\u2019s a bunch of different ways to do this.<\/p>\n<h3>Autofill information to save time &amp; reduce human error<\/h3>\n<p><img decoding=\"async\" title=\"process street autofill automation example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-autofill-automation-example.png\" alt=\"process street autofill automation example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-autofill-automation-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street autofill automation example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-autofill-automation-example.png\" alt=\"process street autofill automation example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>We\u2019ve used an integration to push data about the new employee from the recruiting platform to Process Street. So, we\u2019ve already got our info here filled in. <\/p>\n<p>I can look in, learn about the employee, edit or make corrections if we have a detail wrong, but this is going to give me some of the details about our new hire. <\/p>\n<p>I\u2019m actually going to take a look at the start date and change it. Let\u2019s pick a start date about a month in the future, and you\u2019ll notice that all the task due dates change relative to the start date I just selected. So, you can set static dates to always happen \u2013 for example, in a week out or so \u2013 or you can set specific dates if you have something that you want done on December 1st, for example.<\/p>\n<p><img decoding=\"async\" title=\"process street due dates example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-due-dates-example.png\" alt=\"process street due dates example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-due-dates-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street due dates example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-due-dates-example.png\" alt=\"process street due dates example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Also, notice how within the contract that we\u2019ve sent over, we\u2019ve got some info already filled into the contract here. This is because our integration allows us to pass data back and forth. This is all variable data based on what we\u2019re sending in from Process Street. <\/p>\n<p>So, you\u2019ll notice as we go through this, a theme is: nobody\u2019s copy\/pasting. We\u2019ve dramatically increased speed and cut down on our room for error just by allowing data to flow through from system to system securely. We\u2019re building out a streamlined process and the humans in the loop are doing as little as possible, and we\u2019re able to create a lot of efficiency that way.<\/p>\n<h3>Conditional logic: Create flexible workflows that adapt to your employees\u2019 needs<\/h3>\n<p><img decoding=\"async\" title=\"process street conditional logic example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-conditional-logic-example.png\" alt=\"process street conditional logic example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-conditional-logic-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street conditional logic example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-conditional-logic-example.png\" alt=\"process street conditional logic example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Now, I\u2019m going to select Bob\u2019s work region, and here\u2019s where Process Street\u2019s <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"noopener\" target=\"_blank\">conditional logic<\/a> comes in to automatically provide only the relevant content. <\/p>\n<p>Notice how as I select different options here under \u201cRegion of employment\u201d, steps in my Workflow change. This is how we have an intro to North America Intercorp further out in our onboarding; because I selected North America, and you\u2019ll see the same with Europe and Asia.<\/p>\n<p><img decoding=\"async\" title=\"process street conditional logic example 2\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-conditional-logic-example-2.png\" alt=\"process street conditional logic example 2\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-conditional-logic-example-2.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street conditional logic example 2\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-conditional-logic-example-2.png\" alt=\"process street conditional logic example 2\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>What this really lets me do is ensure Bob is presented with the correct onboarding experience applicable to his region. This lets me build an overall experience that\u2019s flexible enough to adapt to different types of new hires, all without me having to maintain a separate Workflow for these different regions. <\/p>\n<p>You\u2019ll also see the content immediately below my regional selection has changed here. And so this is gonna prompt me to make some further choices like office assignment and team assignment. I\u2019m going to select that the new employee, Bob, is working from North America, in our Toronto office, and put him with me on the HR team.<\/p>\n<h3>Process Street Slack app: Bring your workflows to where your team is working<\/h3>\n<p><img decoding=\"async\" title=\"process street slack app\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-app.png\" alt=\"process street slack app\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-app.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street slack app\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-app.png\" alt=\"process street slack app\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>All of this is available to go through these tasks in our <a href=\"https:\/\/www.process.st\/process-street-slack-app\/\" rel=\"noopener\" target=\"_blank\">Slack app<\/a> and also in email. <\/p>\n<p>So, you can get notifications in Slack and email when you have tasks assigned to you, and most of the time, you can also go through the work, complete tasks and fill things out, all without leaving Slack or your email client. We want to make it super easy for folks to get through their work wherever is most convenient for them.<\/p>\n<h3>DocuSign + Process Street Integration: Send out documents for signing automatically<\/h3>\n<p>For this next task, we\u2019re going to send Bob a contract using our native integration with <a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"noopener\" target=\"_blank\">DocuSign<\/a>. All I need to do to make this happen is complete this task and our DocuSign automation is going to do the rest of the work behind the scenes populating the document with the right info and sending the agreement over to the new employee. <\/p>\n<p><img decoding=\"async\" title=\"process street docusign integration example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-docusign-integration-example.png\" alt=\"process street docusign integration example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-docusign-integration-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street docusign integration example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-docusign-integration-example.png\" alt=\"process street docusign integration example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Now, I can actually jump over to my email tab and show what this is gonna look like for Bob.<\/p>\n<p>Bob is going to get an email \u2013 it\u2019s come through from DocuSign \u2013 and I can go ahead and click \u201cReview documents\u201d, click \u201cContinue\u201d, and now I\u2019m looking at the contract in DocuSign. This is what Bob would see. <\/p>\n<p><img decoding=\"async\" title=\"process street docusign integration example 2\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-docusign-integration-example-2.png\" alt=\"process street docusign integration example 2\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-docusign-integration-example-2.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street docusign integration example 2\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-docusign-integration-example-2.png\" alt=\"process street docusign integration example 2\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>This can be any kind of contract, agreement, or whatever you\u2019d want to send using DocuSign. You can do this once, a dozen times, or send them to different parties; it\u2019s really flexible in that whatever DocuSign can do, you\u2019re able to configure inside of Process Street to kick that off.<\/p>\n<h3>Email widget: Add pre-written emails into your workflow runs<\/h3>\n<p>Now, we\u2019re sending Bob a welcome email and asking him to make some selections for us. He\u2019s gonna select a computer and cell phone.<\/p>\n<p><img decoding=\"async\" title=\"process street email widget example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-email-widget-example.png\" alt=\"process street email widget example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-email-widget-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street email widget example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-email-widget-example.png\" alt=\"process street email widget example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>You can see, we\u2019ve got an email here, pre-written and ready to go, and we\u2019ve even got some dynamic data pulled into here (Bob\u2019s start day, email address, and name). So, all we have to do is click \u201cSend\u201d and that will open up the email browser in a new tab and I can send that out right away. And if I wanted to adjust something or edit it, I can do that too. <\/p>\n<p>And since Bob is someone who\u2019s never seen Process Street, never created an account, and just clicking the link that you sent over to them, he is going to see only the step in the Workflow that we want him to right now. He doesn\u2019t see any of the other steps in our Workflow.<\/p>\n<p><img decoding=\"async\" title=\"process street guest user experience example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-guest-user-experience-example.png\" alt=\"process street guest user experience example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-guest-user-experience-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street guest user experience example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-guest-user-experience-example.png\" alt=\"process street guest user experience example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>We\u2019ve only made this one task available to him through this link, so he can come in and we can get any of the introductory content we want. It\u2019s really easy, really intuitive for him to come in and see what he needs to do. We\u2019ve asked him to make some equipment selections for our IT team to get him set up and ready to go before his first day.<\/p>\n<h3>Email &amp; Slack notifications: Get notified wherever you are<\/h3>\n<p><img decoding=\"async\" title=\"process street slack notification example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-notification-example.gif\" alt=\"process street slack notification example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-notification-example.gif?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street slack notification example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-notification-example.gif\" alt=\"process street slack notification example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>In this next task, we can see that Will \u2013 our IT specialist \u2013 has now been notified of the new employee equipment selections. He got this task as a notification in his email, Slack, and Process Street, so he\u2019s going to prepare the equipment for the new employee.<\/p>\n<h3>Approvals: Streamline authorization<\/h3>\n<p>As soon as Will completes that task, our director of HR, Jalen Washington, is notified that he needs to come in, do some reviews, and approve some important tasks. <\/p>\n<p><img decoding=\"async\" title=\"process street approvals example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-approvals-example.png\" alt=\"process street approvals example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-approvals-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street approvals example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-approvals-example.png\" alt=\"process street approvals example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p><a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"noopener\" target=\"_blank\">Approvals<\/a> are a big part of Process Street. So, you can see here we\u2019ve got some approval mechanics built right into this task. <\/p>\n<p>So, Jalen can approve or reject these one by one, he can reject them with comments, and click into them if he wants more detail on the specific task. Basically, this is putting these tasks in front of our approver and asking him to go through and approve or reject them. <\/p>\n<p>He can also approve or reject with comments in bulk. So, on a task where you have a few different Approvals being asked at once, he can take a look and approve all of them. <\/p>\n<p>He could also go through and do those Approvals using the Slack app or from within his email client.<\/p>\n<h3>Wrapping up: Bob\u2019s first day<\/h3>\n<p>If you remember a few steps back, Bob was a guest member in our account. Now he\u2019s on the team as a full member. That means he can now start getting these tasks in his email and Slack app as well. <\/p>\n<p><img decoding=\"async\" title=\"process street employee onboarding workflow example 02\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-employee-onboarding-workflow-example-02.png\" alt=\"process street employee onboarding workflow example 02\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-employee-onboarding-workflow-example-02.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street employee onboarding workflow example 02\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-employee-onboarding-workflow-example-02.png\" alt=\"process street employee onboarding workflow example 02\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>And now, to start off our Day 1 onboarding, Bob is being welcomed to the team and presented with a few onboarding videos from our leadership. So, Bob can go through, watch these videos, get a great orientation to the company, and download our employee handbook. This is a PDF linked here, but it could be any sort of <a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\" rel=\"noopener\" target=\"_blank\">file that you want to attach<\/a>.<\/p>\n<p>Then, Bob is assigned to a task asking him to schedule and meet with the group leader for his team, and notice how the guidance in this step prompts Bob with information on his work region and the group later specific to his team. <\/p>\n<p>Overall, a theme you\u2019ll notice here is we\u2019re not only creating a better onboarding experience for all these different participants in the process, we\u2019re creating a better record of what\u2019s happening in your organization, you\u2019re creating a rich audit trail of the process. So, if you need to look into it later on, improve things, something comes up and you need proof of something that happened at a specific time, you have access to that.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" data-attachment-id=\"16295\" data-permalink=\"https:\/\/www.process.st\/case-study-iq-food-co\/quotes\/\" data-orig-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-orig-size=\"30,25\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"quotes\" data-image-description=\"\" data-medium-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-large-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" class=\"aligncenter wp-image-16295 size-full jetpack-lazy-image\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" alt=\"\" width=\"30\" height=\"25\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img loading=\"lazy\" decoding=\"async\" data-attachment-id=\"16295\" data-permalink=\"https:\/\/www.process.st\/case-study-iq-food-co\/quotes\/\" data-orig-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-orig-size=\"30,25\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"quotes\" data-image-description=\"\" data-medium-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" data-large-file=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" class=\"aligncenter wp-image-16295 size-full\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2017\/05\/quotes.png\" alt=\"\" width=\"30\" height=\"25\"\/><\/noscript><\/p>\n<p style=\"text-align: center; font-size: 24px; line-height: 1.5; letter-spacing: 2px;\">\u201cYou\u2019ve done a lot more than just send them a packet or an email with a bunch of attachments. You\u2019ve got a really rich audit trail for this whole process.\u201d<\/p>\n<h2>Welcome to the team, Bob!<\/h2>\n<p>The next step will send a Slack message informing everyone that Bob has completed his onboarding. <\/p>\n<p>All I need to do is click \u201cComplete\u201d and Process Street\u2019s automation is going to communicate with Slack and automatically post a message to our channel in Intercorp, letting folks know that Bob\u2019s onboarding is complete and he is part of the team.<\/p>\n<p><img decoding=\"async\" title=\"process street slack integration example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-integration-example.png\" alt=\"process street slack integration example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-integration-example.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street slack integration example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-slack-integration-example.png\" alt=\"process street slack integration example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Round of applause for Bob and all the folks who brought him on through this process! ? <a id=\"process\"\/><\/p>\n<h2>Process Street library: Where your workflows live<\/h2>\n<p><img decoding=\"async\" title=\"process street library\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-library.png\" alt=\"Process Street library\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-library.png?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street library\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-library.png\" alt=\"Process Street library\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<p>Our <a href=\"https:\/\/www.process.st\/help\/docs\/library\/\" rel=\"noopener\" target=\"_blank\">Process Street library<\/a> is where all your workflows live. <\/p>\n<p>We also have a free knowledge base product called <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"noopener\" target=\"_blank\">Pages<\/a>. Those can be stored here too, and all your workflows and pages can be organized into folders.<\/p>\n<p><img decoding=\"async\" title=\"process street pages example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-pages-example.gif\" alt=\"Process Street Pages example\" width=\"100%\" class=\"alignnone jetpack-lazy-image\" data-lazy-src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-pages-example.gif?is-pending-load=1\" data-srcset=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"\/><\/p>\n<p><noscript><img decoding=\"async\" title=\"process street pages example\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.process.st\/wp-content\/uploads\/2022\/01\/process-street-pages-example.gif\" alt=\"Process Street Pages example\" width=\"100%\" class=\"alignnone\"\/><\/noscript><\/p>\n<h3>Workflow vs. Workflow run<\/h3>\n<p>You can think of the <b><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-start-a-workflow\/\" rel=\"noopener\" target=\"_blank\">Workflow<\/a><\/b> as the blueprint for your process. This is where you design the different steps and then each new instance of someone working through this Workflow is called a <b><a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow-run\/\" rel=\"noopener\" target=\"_blank\">Workflow run<\/a><\/b>; that\u2019s their unique copy of the Workflow. <\/p>\n<p><center><iframe loading=\"lazy\" title=\"Workflows vs Workflow Runs\" width=\"720\" height=\"405\" data-lazy=\"true\" data-src=\"https:\/\/www.youtube.com\/embed\/W_iYrlA3qBE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/center><\/p>\n<p>What\u2019s cool about having this model of our <a href=\"https:\/\/www.process.st\/help\/docs\/difference-workflows-and-runs\/\" rel=\"noopener\" target=\"_blank\">Workflow and Workflow run<\/a> is you can push updates and changes to the master process blueprint to your Workflow at any time, and those changes will be there every time you kick off a new instance of a Workflow run. <\/p>\n<p>You can even update Workflow runs that are already in progress, which is also really cool. That means you don\u2019t need to worry about getting your process absolutely perfect in order to launch it. You can get something up and running as people go through it and execute on that process. You\u2019re gonna learn different ways to improve it over time by shipping small changes and updating it as you learn, and as you get more resources to spend time improving your process.<\/p>\n<p><em>What did you think of our employee onboarding process? Let us know in the comments below!<\/em><\/p>\n<\/p><\/div>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/><a href=\"https:\/\/www.process.st\/employee-onboarding-process-guide\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our very own Blake Thorne, Process Street\u2018s Senior Product Marketing Manager, walks us through a demo of an employee onboarding workflow we\u2019ve built using Process&#8230;<\/p>\n","protected":false},"author":1,"featured_media":9833,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-9832","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-universe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Complete Guide to Automating Your Employee Onboarding Process with Process Street | Process Street - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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