The Workflow Wizard helps you get started on an employee's workflow for a client. You can choose to access this wizard on an employee's workflows' page. 

You may have noticed the wizard opening automatically; this occurs when the employee has not completed the wizard for a client and you select that client in the employee's workflow page. The following article is about how to open the Workflow Wizard manually.

For the Workflow Wizard to pop up and for the Workflow Wizard option to appear, the client selected on the employee's workflows' page needs to have set up at least one of the following: their work role categories or their work sites.

Steps - Opening the Workflow Wizard manually

  1. Log in to Sitepass.
  2. Select My Employees from the left index.
    This opens the My Employees' page.
  3. Find and select the required employee. 
  4. When the Workflows' page opens for that employee, go to the top right-hand corner of your page and select the Workflow Wizard option. An example is provided below:

    Remember, if the client has not set up their work role categories and they have not created any work sites, then the Workflow Wizard is not an available option here.

    Congratulations! you have opened the Workflow Wizard manually.

    You can now edit the wizard as you see fit.