The Employee - Processes and Employee - Process History tabs relate to Automations available for the employee.
Employee Processes
The Processes tab displays any Automation and Custom Processes configured for your practice that are available for the current employee and scheduled to run manually. The Employee - Processes tab only displays processes that filter on Employees or an Employee View.
Click the Run button from the Processes tab to run one of the processes for the selected Employee. Refer to Running Custom Processes.
Employee Process History
The Process History tab is an automatic log of any Automations or Custom Processes that have run for the employee.
Processes will display the Status as either Success, Progress, Error, or Stopped, using the following icons:
Employee Process History Checklist
Click on an entry in the Process History list to open the Process History Checklist. Detailed information will be displayed for each step included as part of the Automation Process.