What is an onboarding form
The onboarding form allows new employees to input their information directly into the employee portal. This eliminates the need for manually capturing and entering data into the configure portal.
How to set up an onboarding form
Go to Onboarding Form in the configuration (the cog icon in the top right-hand corner).
Select Create Onboarding Form.
Name the onboarding form and select the desired restriction type.
Global: This form will be applied to all the sites.
Restrict by Location: This form will only be applied to selected sites.
You can also choose whether new employees are required to complete this form before gaining access to the employee portal.
Click Create, and then a Form Fields tab will appear.
Hover over the Form Fields tab to open it.
Select the required questions and mark them as mandatory if needed.
Once the onboarding form is set up, it will show in the employee portal.
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