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What are Paths?

Introduction

Paths are a feature that allows Workforce Users to create a series of customized tasks for employees, managers and/or other Users to complete. These tasks can encompass various activities, such as watching a video, uploading a document or completing a checklist of assignments.

Paths are particularly useful when included in Onboarding Templates, as they provide new hires with a series of tasks to complete during their onboarding process. Paths are highly customizable, allowing the tasks included with the Path to be tailored toward the recipient and their specific position.

While Paths can optimize Onboarding Templates, they are not limited to that purpose. They can be created and sent to employees, managers, and Workforce Users at any time for completion. 

Types of Tasks

There are various tasks that can be included within a Path for an employee to complete. Here is a breakdown of those tasks:

  • Checklist: A checklist task outlines a series of actions the recipient needs to complete. For example, an employee being onboarded may have a checklist of items they need to complete on their first day such as obtaining their company badge, locating their assigned desk and/or setting up their company email.
  • Company Document: A Company Document task allows recipients to review, fill out and/or sign documents provided by the employer. The documents that can be included in this task must first be uploaded to the company’s Document Library and digitized accordingly.
  • Document Attachment: The Document Attachment task allows the employer to provide the recipient with documents to review and acknowledge that have not been uploaded to the Document Library. Documents included with this task require a manual upload from the User's computer.
  • Custom Text: The Custom Text task offers the option to provide the recipient with any additional messaging. For example, this can be a warm welcome message for a new hire, or an explanation regarding why other tasks included with the Path need to be completed.
  • Request Upload: The Request Upload task will instruct the recipient to upload a document file from their end, such as a certificate or a license to have stored on file with their employee record.
  • Video: The Video task provides the recipient with a video to watch such as a welcome video or a safety training video. Videos included here for the recipient can only be sourced from the following host providers: YouTube, Vimeo, Google Drive, Dropbox.