--- title: How to set up a Workflow for a Staff description: This guide is to walk the reader through how to set a workflow for a staff member. --- [Skip to content](https://knowledge.sgworld.com/how-to-set-up-a-workflow-for-a-staff#main-content) English Show submenu for translations [More support](https://knowledge.sgworld.com/kb-tickets/new?hsLang=en) [Customer portal](https://knowledge.sgworld.com/mytickets?hsLang=en) ![](https://knowledge.sgworld.com/hs-fs/hubfs/Logo%20white%20trans-1.png?width=100&height=75&name=Logo%20white%20trans-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.sgworld.com/kb-tickets/new) - [Customer portal](https://knowledge.sgworld.com/mytickets) Find your answers here - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.sgworld.com/?hsLang=en) 2. [SGW5D Workflow Guides](https://knowledge.sgworld.com/sgw5d-workflow-guides?hsLang=en) 3. [Workflow Creation](https://knowledge.sgworld.com/sgw5d-workflow-guides?hsLang=en#workflow-creation) # How to set up a Workflow for a Staff ## This guide is to walk the reader through how to set a workflow for a staff member. This is the same way you would edit the workflow. 1. Using the left-hand navigation panel, click ‘Workflows’.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-48-34-9751-AM.png?width=903&height=438&name=undefined-Oct-09-2025-10-48-34-9751-AM.png) 2. Then click ‘Staff’.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-48-50-9053-AM.png?width=903&height=435&name=undefined-Oct-09-2025-10-48-50-9053-AM.png) 3. This will take you into the ‘Staff Sign In’ page. The page will display the different sign in methods that can be used to sign in staff members, as well as their workflows.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-49-06-2204-AM.png?width=670&height=329&name=undefined-Oct-09-2025-10-49-06-2204-AM.png) 4. Any workflows assigned to ‘Web’ will on display on the portal rather than on a touchscreen. ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-49-41-5216-AM.png?width=903&height=444&name=undefined-Oct-09-2025-10-49-41-5216-AM.png) 5. ‘Mobile’ is used for when the staff sign via the ‘SGW 5D My Portal’ app.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-49-50-8279-AM.png?width=903&height=444&name=undefined-Oct-09-2025-10-49-50-8279-AM.png) 6. Any workflows assigned to ‘Touchscreen’ will appear on the touchscreen.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-49-56-0002-AM.png?width=903&height=444&name=undefined-Oct-09-2025-10-49-56-0002-AM.png) 7. If you want to start adding stages to a sign in method. Click the pencil icon to start editing the workflow.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-50-04-3780-AM.png?width=903&height=441&name=undefined-Oct-09-2025-10-50-04-3780-AM.png) 8. From this page you can start adding or removing stages to workflows. The left-hand side box labelled ‘Stages’ is the actual displayed workflow. In here you will be able to see what stages are currently be used, by changing the order or by removing them from the list.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-50-12-8902-AM.png?width=903&height=441&name=undefined-Oct-09-2025-10-50-12-8902-AM.png) 9. You can add stages to the current workflow by using the right-hand side box ‘Available Stages’.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-50-19-0282-AM.png?width=903&height=441&name=undefined-Oct-09-2025-10-50-19-0282-AM.png) 10. To add a stage, click the plus symbol next to the stage you want to add. There is no limit on the number of stages that can be added to a workflow.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-50-25-0947-AM.png?width=903&height=441&name=undefined-Oct-09-2025-10-50-25-0947-AM.png) 11. Under the stages box you can remove all stages by using the bin icon on the same row as ‘Name’.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-50-34-4868-AM.png?width=903&height=444&name=undefined-Oct-09-2025-10-50-34-4868-AM.png) 12. You can remove induvial stages by clicking on the bin icon on the row of the slide you want to remove.  ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-50-43-6024-AM.png?width=903&height=441&name=undefined-Oct-09-2025-10-50-43-6024-AM.png) 13. You can change the order of which the stages will appear. The top stage will be the first and moving down in order of how it will appear on the chosen sign in method. You can use the arrows on the row with the stages to change the order.   ![A screenshot of a computer AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Oct-09-2025-10-50-51-2699-AM.png?width=903&height=441&name=undefined-Oct-09-2025-10-50-51-2699-AM.png) 14. 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