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System Administrators and Process Administrators are the only users who have access to Process Insight.

How do you access Process Insight?

Through Click the Menu Icon, under .  Under Misc. Setup, click on Authentication Prefs.

Menu Dropdown

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How do you use Process Insight?

This utility is best utilized when working with a Smart ERP support person or consultant analyst to resolve questions about a new hire's onboarding process.  That person can guide you through the process to use this utility.  An example of how it can be used is shown below.

Select a Business Process ID.  Click Search.

Process Insight Page

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Field
Action
  • Usually there will be only one business process for an organization
  • You can select a specific Business Process ID
  • You can select processes with a specific status

State

  • You can select processes with a specific state
Candidate ID
  • You can select processes for a specific Candidate ID
Invitation ID
  • You can select processes for a specific Invitation ID
First Name
  • You can select processes for new hires with a specific First Name
Last Name
  • You can select processes for new hires with a specific Last Name
  

 

Candidate IDs which match the search criteria are shown.  Click View on the candidate row in which you are interested.

Process Insight Page

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The new hire's process is shown.  Note that all possible steps are shown - not just the ones that are currently in the new hire's process.  Click on the step in which you are interested (in this case Welcome).

Process Insight Page

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The activities in that step are shown.  Click on the activity in which you are interested (in this case Electronic Disclosure).

Process Insight Page

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Details related to this activity are shown.  You can look at more details by clicking the Evaluate Process Variable, Evaluate Process Criteria, and View Participants buttons.

Process Insight Page

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