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Reassigning a Form to One or More Onboardees

Can I reassign a form to an onboardee that has already completed it at least once before?

Updated over 6 months ago

Reassigning a form to an onboardee is the process of requesting a new submission of that particular form. You can reassign forms in several different ways.

Requesting one new submission from one onboardee:

Request multiple new submissions from one onboardee:

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Or request new submissions of the same form from multiple onboardees:

The onboardee will receive an email with your note(s), and a link to log-in to complete the reassigned forms.


The email that the onboardee receives goes out on a 15-minute delay. This gives you enough time to either reassign MORE forms -- in which case, WorkBright will cluster the messaging for the onboardee into a single email -- or to undo the reassignment.

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