Often, multiple forms are sent to candidates at once, and these forms may vary by position. For example, when a new teacher is hired, they may be sent a direct deposit enrollment, an I-9, and a teacher-specific offer letter, and when a new bus driver is hired, they may be sent a driver-specific offer letter, a Commercial Driver's License verification form, a direct deposit enrollment, and an I-9. Rather than sending each document individually, Super Admin can group these forms together in a packet so they may all be sent to a candidate with just one click.

After creating individual forms, Super Admins can group these forms together on the Settings page.

First, scroll down to the Candidate Forms section and click “Create Packet.”

Give the packet a recognizable name and select from the drop down the forms you would like to include. When finished, press “Save.”

Once created, you will see the packet in the Packets section. If you ever need to make any changes to the packet, you can do so by clicking the edit button (pencil icon). You can also remove a packet by clicking the delete button (x icon)

Now that your packet has been created, it can be sent to candidates by Super Admin members of the hiring team. To learn more about sending packets and forms to candidates, click here.