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Syncing Updated Steps to Existing Journeys

Keeping your HR workflows up-to-date is essential for maintaining efficiency and ensuring that your employees have the most relevant information. In Introist, you can sync updated steps to existing journeys to reflect any changes or improvements. In this article, we'll guide you through the process of syncing updated steps to existing journeys in Introist.

TLDR; 1. Locate the step, navigate to Workflows > Workflow > Step 2. Click “Active Employees” 3. Click “Update”

Locating the Step to Sync

To begin the process, first navigate to the "Workflows" page in Introist:

  • Log in to your Introist account.
  • Find the left-side menu and click on the "Workflows" option.

Once you are on the Workflows page, locate the step you want to sync:

  • Select the workflow that contains the step you wish to update.
  • Search for the specific step within the workflow.

Syncing Updated Steps to Existing Journeys

To identify which employees have outdated steps, follow these steps:

  • Click on the step you want to sync.
  • Click the "Active Employees" button to view a list of employees with outdated steps in their journeys.

To sync the updated data to the existing journeys, follow this final step:

  • Click the "Update" button next to the list of active employees with outdated steps.

The updated data will be synced to the existing journeys by completing these steps, ensuring that your employees have the most current information. This process helps maintain efficiency and accuracy within your HR workflows, ultimately contributing to the overall success of your organization.