To begin, go to Admin > Process Templates.
Create a new Process and:
1. Name the process
Choose a clear name, like New Cleaner Onboarding.
2. Choose what starts it
Pick the document that begins the process, like an Application Form.
3. Add stages
Break the process into main steps, like:
Application
Contract
Policies
4. Add what each stage is waiting for
For each stage, choose:
the document type
the status it must reach
how many you need
Example:
wait for Employment Contract to reach Signed
5. Save and test
Save the template, make it active, and try it with a real example.
Before saving, check:
the name is clear
the right document starts it
the stages are in the right order
each stage waits for the right thing
the template is active