/ /
How to Revisit an Onboarding Form

The onboarding forms are used to help retrieve information about the supported employee in order to create the Employment Agreement. This article will outline how to revisit an onboarding form that has been started but not yet completed. 

A user must have Company Admin or HR Manager permissions to access onboarding forms.

What are Onboarding Forms?

The onboarding form requires you to fill out fields related to the supported employee's engagement, including job information, general worker information, benefits, and time off information. These fields will be used to establish the Employment Agreement.

How to Revisit an Onboarding Form

 

Step 1 - Navigate to the Talent Section.

Use the Navigation bar at the top to select the Talent section.

Step 2 - Open the Onboarding tab.

The Onboarding tab is next to the Engagements tab.

Step 3 - Select the new hire whose onboarding forms you would like to complete.

You can search for your new hire or filter the new hire list using the search box in the upper left corner.

 

Step 3 - Click "Complete New Hire Setup".

This will reopen the onboarding form you previously started.

Was this article helpful?