There are multiple ways of launching workflows in Enboarder! Manually, Bulk upload, CSV upload, and through integration!
Launch a workflow manually:
Never miss a beat again thanks to the Wizard 🧙 ! The Wizard will help you launch your workflows in style. You'll be guided through the launch of your workflows with ease.
Step one: Click the Launch Workflow button. This can be found within the Workflow tab. The button will be in the center of the screen:
Step Two: After clicking the Launch Workflow button, you will see this screen:
NOTE: If you are testing a workflow, make sure that you tick the 'Test' box so that your workflow allocation won't be deducted.
From here, you will need to fill in the employees' name(s), contact info, and start date. If you have multiple employees with the same start date, and the same manager, you can add them all in one go! (As below).
Step Three: Click Next and select your categories like brand, location, and any others that you've created.
After you've updated your categories, always double-check that the correct Workflow has been selected as it may auto-update in line with your workflow logic.
Step Four: If your workflow contains any Custom Fields, you can enter them here (keep in mind, if you are launching multiple participants, the fields here will apply to all of them.)
Step Five: Enter the relevant stakeholder details
Step Six: Click Launch Workflow! Woo-hoo, you're officially blasting off! 🚀
To launch a workflow using Bulk Upload:
Another way of launching workflows is by using our Bulk Upload function (by clicking the Upload CSV button on the Launch Workflow screen) using a CSV file. This makes it easy to upload up to 1000 people at once! Simply create a CSV with three columns:
First name | Last name | Contact details (Mobile or Email)
Using this feature, you are launching all employees into the same workflow, with the same start date and same details (categories, stakeholders, etc) and so this way of launching is great for workflows such as internal communications, etc.
NOTE: If you're planning on using this process, all you need is first name in column A, last name in column B, and contact details (email OR phone number) in column C. This function should only be used where the employees have the same stakeholders and start dates.
Launch using a CSV Upload (Both Automatic and Manual upload):
In settings, you'll also find CSV Upload which unlike Bulk Upload above, allows you to launch multiple employees with different start dates, different workflows, different managers, etc.
This option is so great that we have given CSV Upload its own article!
Click here to read it.
Launch a workflow through Integration:
The final way is through your existing Applicant Tracking System (ATS) integration. Whether directly, or through gateways like Greenhouse, systems integrated through open APIs can automatically trigger a workflow. For example, when you change the applicant in your recruitment system from 'offered' to 'offer accepted', this can trigger the required data to be sent from your system to Enboarder to start the workflow for your new hire.
Click here to read about our integrations!
If you require more information on integrations or on launching participants in Enboarder - use the chat function in the top right of Enboarder!