Pre-fill Onboarding Details from Previous Hires
This article discusses how you can save time by pre-filling in certain fields in the onboarding forms from a previous hire. These details can be edited but allow you to instantly see what was entered for a different supported employee.
These details must come from a previously submitted onboarding form sent to a supported employee in the same country for review.
What details are prefilled?
Below is a table with sections and fields. Some of these may not be relevant to the country you are filling in; only the applicable ones will be prefilled. For example, the Canada Leave Policy is only included in the Canadian onboarding forms.
| Section | Fields |
| Time off | Annual Leave Carryover Annual Leave Carryover Amount Minimum Annual Leave Vacation Premium Canada Leave Policy (Canada Only) |
| Compensation &Allowances | Variable Compensation Car Allowance Communication Allowance Flight Allowance Gym Allowance Hazardous Work Allowance Housing Allowance Amount Internet Allowance Amount Meal Allowance Amount Sign-on Bonus Amount School Allowance Amount Work from Home Allowance Rice Allowance Amount |
Company Details | Company Address Equipment Offered Company Legal Name Company Signatory Name Company Signatory Title |
Job Information | Employment Type Contract Type Non-compete Non-solicitation Job Industry Job Description Notice Period Probationary Period Working Hours Telecommuter Tools + Equipment |
| Benefits | Pension Contributions (GRSS) (Canada only) Life Insurance Medical Allowance Pension Allowance Retirement Match Basis |
Where is this option located?
This is the first field on the onboarding form after clicking Hire Now and selecting your country. It's important to remember that the hire must be from the same country for these details to appear.
Why can't I see this field?
This field becomes active only if an eligible hire's information is entered using an onboarding form. It is available for hires from the same country, so you cannot use the details of individuals from different countries. Additionally, this feature will only pull data from January 2024 onwards, so individuals hired before this date are not eligible. Finally, the individual's details must be submitted for review in the onboarding form at the end of Step 2
When submitting multiple hires, you must submit the contract for review before the information can be used for the next hire. You will know it's available when you see the green check near Contract Details Sent.