> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/automations/best-practices-screensteps/review-process-examples/build-a-process-for-hiring-an-employee.md).

# Build a process for hiring an employee

Make sure you are in the Work-Relay application and have followed the [steps to set up Work-Relay.](/administration/setup/complete-overview-of-setup.md)

Also, in order for you to be able to create this process in your version of Work-Relay, you will have to import Custom Objects by following these instructions: [Import Custom Objects to Create Example Processes](/automations/best-practices-screensteps/review-process-examples/import-custom-objects-to-create-example-processes.md).

The purpose of building this example process is to give you a chance to try Work-Relay out without having to think of a process on your own. After you create this process, you will know the basics of how to navigate around Work-Relay, and see how it could help your operations run smoother.

The goal isn't to teach you everything there is to know, but to give you an idea of how you can take some of your internal processes and turn them into Work-Relay processes. We assume that you know the basics of Salesforce and are familiar with how basic process diagrams are constructed.

## Part 1

![](/files/24c101e7649a14d6f75b00229278cda8df1a4a5c)

This example process is about an assessing and hiring a candidate. The first thing we'll do is create a process. Click on the links below to see step-by-step directions for creating a process.

{% stepper %}
{% step %}

## Click new process

![](/files/e07e5e0aace15184e7531a54ac0f846935c0dfda)

### Give the process a name

![](/files/1acffb93002c50375293c3d5c97527e04f68ce62)

You can also add a description if you think it will be helpful for later on.

### Use WR Vacation Request as a data source

![](/files/a4e70b6932a1b5d6925037f67816f16ef9dd8252)

1. Click on the box next to Use custom Data Source?
2. Select WR Vacation Request.
3. Click Next.

{% hint style="info" %}
The data source is an object that the process will be touching throughout. For this example, the object WR Vacation Request is where the data will sit related to a vacation request.
{% endhint %}

### Select the method - when record is created

![](/files/833d40318fe4638e6ba7b0386f16373e64166afb)

You do not need to fill in any additional fields. After you select the method, select Next >>.

### Click next

![](/files/0bb0c1428c5a4bccd3ad3b20ff2aed571430a0c6)

### Click save

![](/files/dd32e1d482fdf993e1e0f045d1bf5b0359a2dcfd)
{% endstep %}

{% step %}

## Add a swimlane

![](/files/d7f812e0329454fb011fb41f2cb18480e902ba8d)

Click and drag the Responsibility icon to the canvas to add a swimlane. Do it one more time to add another - you should have a total of **three swimlanes.**

### Modify the swimlanes

![](/files/1cd56af047e4af198cb0620cdb3d9bc5c036759a)

1. Click on the blue section of a swimlane.
2. Rename the swimlanes:
   1. Name the first swimlane Recruiter.
   2. Name the second swimlane Interviewer.

### Add users

![](/files/d31dd417ecd23dab8b35581e79a2a7adb707c712)

Click on the blue bar of a swimlane, then click Add Users.

### Add yourself

![](/files/669b6d4298cb52b76ff65f4a4a405429de024e5d)

Since this is an example, add your name to indicate that you are responsible. When you create a process for your organization, this is where you will add the name of the use who is responsible for the associated tasks.

{% hint style="info" %}
Make sure to add yourself as the user for each swimlane.
{% endhint %}

### You should be the user for each swimlane

![](/files/51597cff5d2f8ce0a4bedc7280ceb07e8c2885fe)

Make sure that your name is the assigned user for each swimlane.
{% endstep %}

{% step %}

## Add a milestone

![](/files/96acfa7a4dba580298584c1e7e5a927d682f671d)

Click and drag the Milestone image onto the canvas.

### Rename milestones

![](/files/861ceb2374d9e00361f7d6e7d35d37ac8164cb31)

Rename the Milestones by clicking on them and renaming them in Properties:

1. Rename Milestone 1 to Assess Candidate.
2. Rename Milestone 2 to Make Offer.
   {% endstep %}

{% step %}

## Add steps to the process

![](/files/97da1fc750f09890423eab8d7dc52ff534c83375)

Click and drag the Decision shape to the canvas.

### Add a process to HR administrator

![](/files/79fd1ff9800aa9e57c0c9b3b63ec2bf2f11d26c3)

### Name the process

![](/files/1b3b6f8c452f923cf2e7aa093d808c448e21fbbc)

Double click on the process to rename it.

### Drag shapes until your canvas looks like this

![](/files/2e0e1e480d4d84393ee9e95c9b2441a84761220f)
{% endstep %}

{% step %}

## Connect the shapes

![](/files/d89788cc1a11ed4ffe6abcb7ab7dfb101af79f9f)

Hover your mouse over the Start shape. When the blue ball glows, click your mouse and drag down to the Approve? shape.

![](/files/a260b13c5ead853b33aab78658ec141cf3acd48a)

### Connect the remaining shapes

![](/files/1224fb88095552371c181c5e5c2ca0aeb673a22d)
{% endstep %}

{% step %}

## Save

![](/files/95375276f1ed9ac24ce88e6f9a88c2455fb3c3f7)

![](/files/b780479e0c2e3fdb2f5ddc3f770809f73d7893a7)
{% endstep %}
{% endstepper %}

## Part 2

![](/files/5072f360ece859eb3996b271facdd063e00156ce)

Now we have the process set up, we can add a few actions that will automatically perform tasks such as sending out emails or updating fields. Click on the links below to see step-by-step directions for creating a process.

{% stepper %}
{% step %}

## Add actions

![](/files/44cfc3ed44b93472757a0ab3108970207e2c33b1)

### Click and drag the update records to connector

![](/files/a4e1e97b1e66cba584f3a606ed11351dd7e04178)

### Add and specify field to be updated

![](/files/1e308fdbd60644bbd0114241a5203880e2d29ee5)

Name your Flow Step Action anything you want (in the example, it is named, "Status = Rejected On Initial Review").

1. Add a field and specify the name of the field and the value you'd like to be automatically updated.
2. Save.

### Click and drag update records

![](/files/b0d6a6654fe0ca7304130e866d8c74310990f267)

Click and drag the Update Records to the connector between Approve? and End.

![](/files/e1b237f84644108594a671c1f06f33eea6a1f891)

### Click and drag update records

![](/files/4a6c7475bcb20e082bb6948751f68404157b657e)

Click and drag the Update Records icon to the connector between Approve and Create Admin Task.

![](/files/3c7e2aa0e45b6ec56de2bfd5dacaed7549fd364a)

### Add update records to match this

![](/files/040860e03114bdae8c1932d5f2869d65f6bcbbce)

Continue to click and drag the Update Records icon to the remaining locations, and add a field where the status changes to:

1. Rejected after feedback.
2. Offer Prepared.
3. Offer Escalated to Candidate.
4. Offer Declined.
5. Offer Accepted.
6. Candidate Hired.
   {% endstep %}
   {% endstepper %}

## Part 3

![](/files/e168b0d88cf400c3d267feae5e3889e73f042361)

To see what Work-Relay does, we're going to kick off the process by creating a new application in the WR Recruitment Applications.

{% stepper %}
{% step %}

## Open the WR Vacation Requests object

![](/files/70d1f43bf14701bfd274b0ddbc1a042197f6820d)

### Click new

![](/files/630c1fdad1e798f3321e41d7f8761b7ea0e719e7)

### Save the application

![](/files/c4c41af14782651aeb4182d4983f2d400762065a)
{% endstep %}

{% step %}

## Chatter alerts you

![](/files/9d60235d7461593320322a770e08b5d114ef8134)

### A visual of how far along the process is

![](/files/2d3eef232950863a35ac5e4301b9e736da722085)

### Chatter alerts you

![](/files/e71beadc70a96813d8af14776bb9a38f20e4d610)

### The process is complete

![](/files/21204b242ce58c39e68e16f460acc8ea8d767b3f)
{% endstep %}
{% endstepper %}