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Previewing What Forms an Onboardee Will Receive

Is there a way I can see what forms my onboardee is going to receive after I invite them?

Updated over a month ago

Form assignment is determined by “Employment Type" and “Groups.” You may add an onboardee to one or more groups, but then want to confirm exactly what forms that assigned them.

You can confirm what forms your onboardee was assigned after you’ve created their profile by going to the “Forms” section of their file and reviewing the contents.

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If you’d like to do this BEFORE an email is launched, make use of either option to schedule the start of the onboardee’s notifications for a later date or elect not the send them at the moment,

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Then send the welcome email at a later point from the “Employment” section of their file:

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If you need to make adjustments to what forms the onboardee was assigned, you’ll want to adjust what “Groups” they are in, and potentially their “Employment Type” as well.

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