Easily create, customize, and securely manage forms to enhance your onboarding process. Follow the steps below to make the most of these powerful features.
How to Create Assets
Quickly design and publish folders, and forms, build a task to use in your onboarding workflows.
Creating Folders
Open the Asset Manager in your onboarding dashboard.
Under the Asset Manager click Create New to start building a new folder/form or build a task:
You can create different folders to organize topics. For example, a "Reference Check" folder can store various forms for collecting references from candidates, such as previous work references, character references, and more.
You can store all training and development materials, along with certification tracking, in a dedicated folder. If your employee will be using specific software or equipment, create a separate folder for these tools and resources. A health and safety folder is also useful, containing all relevant policies and safety materials that the employee needs to review and sign.
How to create a form:
If you want to create a new form, select the "Form" option, name your form, and design it as desired. Choose from the available elements based on the information or data you wish to collect from your employees.
For instance, you can create a form to collect personal information from candidates, such as birth certificates, school certificates, driver's licenses, ID photographs, work permits, proof of address, and more. You can mark these sections as required or optional.
Gather sensitive details, such as bank accounts or personal information, with confidence.
When creating or editing a form, enable Secure Collection to protect sensitive data.
Ensure forms comply with data protection regulations (e.g., GDPR, CCPA). Monitor submissions and review securely stored information as needed.
Additionally, you can include a time input field if, for example, a candidate needs to list their previous work experiences or education history up to the present date.
Create a task:
To create a task, simply select the appropriate folder where the task should be assigned and categorized. You can name the task and include a brief description to clearly outline its purpose. This makes it easier to integrate the task into your workflow and enhances the onboarding process. For instance, you could create a task to remind yourself or a colleague to call or email a candidate’s previous employers for reference checks once the candidate submits their references. When you ready just click on Publish.
Add a Form to a Worklfow
Seamlessly integrate forms into your onboarding sequences for a structured and efficient process.
Navigate to the Workflow section.
Select the sequence where you want to add the form.
Click Add Form and choose your desired template from the list.
Drag and drop the form into the appropriate position within the sequence.
Save your updates, ensuring the form is ready for use.