This module is a part of the Onboarding system which allows you to create an online form and gather necessary information on your new hire to complete your onboarding process. Similar to a Form Stage, you can customize your questions, embed a video from YouTube or a file from SlideShare, and use a data validation tool.
To add the Collect Information Module to your onboarding process, follow these steps:
STEP 1: Login to your Workstream account, then go to Onboarding to view your current processes.
STEP 2: On the left panel, select Processes then choose Create new process to start with.
STEP 3: Enter your Process Name, then select Next. Choose Collect Information as your module type, then go to Add Module.
STEP 4: Edit the module name as desired. Choose Set up to start creating your online form.
STEP 5: Select Add question to create short answer, paragraph answer, file upload, checkbox, multiple choice or drop down types of question. Turn on the toggle beside the Mandatory question to make it a required field. You can also select Data validation to set a limit on your new hire inputs. Select Add to save your question. Repeat this step if you wish to add more, then Done.
STEP 6: Select Add form element if you wish to create a text block with hyperlink, add an image, embedded file, or embed a YouTube video. Select Add to save your file. Repeat this step if you wish to add more, then Done.
STEP 7: If a reviewer is required to validate the information your new employee submits, simply choose Add Reviewer, then select the HR name to assign.
STEP 8: Once you have completed all the steps, go to Save and go back option, then select Finish.
Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an Email at firstname.lastname@example.org.