# Creating new Additional information (Workflow)

The Additional information steps that follows the General information section live under the Additional information (Workflow) option in the Admin menu

<figure><img src="/files/VBIsNXUdtXY4C8AUhsV5" alt="" width="375"><figcaption></figcaption></figure>

**To create a new Additional information**(**Workflow) for your onboarding pack**, first **click the '+' button** at the top 'Workflows' banner and in the pop-up box: give it a 'Workflow name' and a  'Description', then click 'Create'.&#x20;

<figure><img src="/files/WJSBqKyM1ia56D8OdrdM" alt=""><figcaption></figcaption></figure>

Once the new Workflow is created, click on the Workflow's name to view/edit the steps for this workflow. *If you can't see the name of your Workflow in the list on the left, you might want to toggle on the 'include non-active' option.*

**One Additional information** (**Workflow) can have many steps.**&#x20;

### **Adding a new Step**

<figure><img src="/files/6zrZ4MOSOAYjjhHiX78N" alt=""><figcaption></figcaption></figure>

On the right-hand side of the screen, **click on the plus '+' icon to add your Workflow's step**.&#x20;

<figure><img src="/files/RF8WOKpYCdF2KzfhbJ1n" alt=""><figcaption></figcaption></figure>

When creating the workflow step, you need to **give the step a name and choose a 'step type'** from the drop-down list.

* **Choose a 'Step Type'**: Start by selecting the type of workflow step you want to add (e.g. HTML form, document upload, video, candidate dynamic agreement).
* **Click ‘Create’:** Once you’ve chosen the type, click **Create**. The new step will appear in red, indicating it’s incomplete.

{% hint style="info" %}
Initially, the Workflow step will be marked in red, and only once all steps are completed can the new Workflow be activated and assigned a Business unit.
{% endhint %}

<figure><img src="/files/t9yU1b7y2TjVRUgEziUR" alt=""><figcaption></figcaption></figure>

**Configure the incomplete step**: Click on the red step. To open its settings by clicking the 'pen' icon. You can set a step to be required by ticking the 'Mandatory' option box.

### **Step options**

#### **Bullhorn settings**

By default the file name will take the name of the file uploaded by the candidate.&#x20;

Bullhorn settings allows you to set your own *shorter* version **file name** and select the **File type** it will save as when saving to Bullhorn. You'll also have the option to choose to **'Create a file'** and/or **'Create a credential'** or both in Bullhorn.

<figure><img src="/files/bjf4OHRaiOlGxWNm2Qac" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
'File Types' and 'Certification status' are 'internal lookup' from Connect - they must be added by a Super Admin in your Connect App Settings first (by Kyloe Support) before you can see the option to select from the list. The certification to create is a picker to the Bullhorn certification list.
{% endhint %}

Note! Videos can't, at the moment, use the option to create a file or a credential when saving to Bullhorn.

#### Document Details

<figure><img src="/files/mwwp6LZMWsR4x7sn6KKD" alt=""><figcaption></figcaption></figure>

The below shows what the Candidate sees when signed in when the fields are enabled

<figure><img src="/files/0sHxlWZrUbRLWgWQnK47" alt=""><figcaption></figcaption></figure>

#### **Conditional workflow step**

<figure><img src="/files/kiM3UKSG9WkjiqcVWrDX" alt=""><figcaption></figcaption></figure>

**Set Conditional Logic:** At the bottom of the step configuration, use the Workflow step's  'Conditional workflow step' option to define when the step should appear. i.e if it should belong to a certain phase or not if left as 'Required no conditions'.

**Save the completed Additional step**

Click **Save**. The step will turn **white**, indicating it’s complete.

<figure><img src="/files/vcx209RQhBOhlu0QM2Qb" alt=""><figcaption></figcaption></figure>

**Adding Additional steps:** Repeat the process to add all necessary steps to your workflow.

#### **Activate the new Workflow** when all steps are ready:

<figure><img src="/files/fZeb8F5UtS1PxYrPlv25" alt=""><figcaption></figcaption></figure>

* **Click the ‘Show menu’ button**. This will display the option to 'Activate'
* **Select ‘Activate’.** The workflow is now activated and can be assigned to Business units.

### **Assigning Additional information (Workflow) to a Business unit/ Onboarding pack**

<figure><img src="/files/z6ZALbXyebzR0APRTCeS" alt=""><figcaption></figcaption></figure>

Go to 'Business units' in the Admin menu and find the Onboarding pack in the lis&#x74;**.**

On the right-hand side of the screen under  '**Workflow'** - **click on the 'pen' icon**. This will allow you to see the list of available - active - Workflows. Select the correct Workflow from the list.

Once selected, it will display the name of the selected Workflow and the current version number.&#x20;

<figure><img src="/files/jfeTxd0dIyWz8TCWRmz5" alt=""><figcaption></figcaption></figure>


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