When setting up a workflow, admins can choose to start from scratch or use a premade template. Templates are categorized by: life event, role event, roles updates, compensation, and personal updates.
Use a Lattice Workflow Template:
- Navigate to Admin > Workflows > Templates.
- Hover over each template to preview the workflow.
- Select on the template of interest.
- Select Edit to modify details or add more steps to customize the template.
- Select Save Draft if you would like to save your progress and not publish yet.
- Select Publish once the workflow template is ready to be used.