The stepper feature presents a visual representation of the process flow, including the steps and their status. Each step is linked to a property on your model, such as Onboarding status. The stepper highlights the current step based on the property’s value.
To move between steps, you must configure workflows that update the property when an action is completed or a condition is met. For example, a workflow might update the Onboarding status from Contract offered to Contract accepted once the candidate accepts the offer.
This setup means the stepper only progresses when your workflows tell it to, giving you precise control over how and when steps change.
Examples
- Recruitment: Configure workflows that move candidates from Applied → Interview scheduled → Interview complete → Offer made → Hired.
- Onboarding: Update the stepper with workflows that reflect actions such as Contract accepted → New starter → One-month review → Employee.
- Performance reviews: Drive progress with workflows that change status after reviews are submitted, e.g., Goal setting → Mid-year review → Final review → Feedback complete.
- Learning and development: Advance learners as they complete training modules, from Course assigned → Course started → Modules completed → Certification awarded.