Navigation
How do you get to Workflow?
From the ribbon in the Unity Client, select Workflow.
Note: If using the Web Client, use the hamburger menu (3 lines) in the upper left corner to select Workflow.
What are the buttons at the top of the Unity Client ribbon related to actions you can take in Workflow?
Ad Hoc Tasks
In which queue is Employee ID added?
Create/Assign EMPLID
Note: Related documents will inherit the EmplID of the driving document
How do you annotate on a document while in Workflow?
Go to the Document tab and select the type of annotation needed
From the Hit List of results in a Queue, name two ways you can modify the layout of the results
Sort - click on any column header
Filter - enter the information below the header
Group - drag column header up to the top section
Reorder - drag/move column header left or right
How do you add a Workflow Queue to the Personal Page?
Right-click on the Queue name and select Add to Personal Page
What happens if someone fails the background check?
Clicking on the Failed Ad Hoc Task will remove them from Workflow, but not OnBase.
What Keyword is required on the Student Employment Hiring Form that is not required on the other document types?
KSUID
How do you see the Primary Viewer?
Within the workflow tab, in the layout section of the ribbon there is a Primary Viewer button
How can you see who else has processed a document in workflow?
Right-click the document, select History.
OR select the document, then select History from the ribbon on the Document tab
Once in Onboarding, if you realize you need a background check, what do you do?
Use the Send to Background Check Ad-Hoc task button to send them to the queue
If you use the EMPLID for a student, do you need to populate the name?
No, this will be populated by the AutoFill
Note: The EMPLID will automatically update the KSU ID
How do you see related documents to the one you are viewing?
Within the workflow tab, in the layout section of the ribbon there is a Secondary Viewer button
Note - once enabled, use the bars between each section to size each window
What are the 3 driving documents?
Non Paid Affiliate/Long Term Visitor
Student Employment Hiring Form
Salary Notification/Offer Letter
When you use the Reindex with EMPLID task, what should you do if the EMPLID has not been added to OnBase yet?
Enter the newly created EMPLID manually to the EMPLID field and click Re-Index. The document will wait in a holding queue until the EMPLID can be validated against the EMPLID autofill.
Is SSN used for identification purposes?
No, not at this time. It is just name and date of birth.