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Create Process Revision

Order

Required

Task

Responsible Role(s)

Brief Description

17

No

Use a Process Revision to make changes to the onboarding business process

System Administrator

Process Administrator

  • Modify or add activities into the onboarding process
  • Set criteria for activities (for example, if only certain users are required to complete certain activities)

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Configure Tax Data through Supplemental

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Attributes

This step is required if you are implementing tax activities in your Organization. The System Administrators should perform this setup to store the additional tax data such as Federal Employer ID Number (FEIN) and Tax ID Number which can be used later in the business process or as binds in the subsequent activities. 

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