Create a WX Process for forms
To make your forms available to team members and managers in WX, create a WX Process for forms.
To create a WX Process for forms:
- In the HR Manager Portal, select the WX Services tab.
- Select the WX Service you want to host your forms.
-
On the WX Service page, under WX Processes, select New WX Process.
-
On the WX Process page, give the process a descriptive Label. The label is used in the WX menu.
- Give the process an Order, a numerical value with no decimal places. This defines the order in which the process is displayed in its service menu, relative to other processes.
- Select Show In Mobile if you want the process to be available in the mobile browser version of WX.
- Select the WX Process Type as Forms.
- Select Save.
Leave the other fields blank or set at their defaults unless you have a requirement to adjust other settings for the process.