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 Custom Form module to your onboarding process, follow these steps:
STEP 1: From your Workstream dashboard, go to Onboarding.
STEP 2: On the left panel, select Processes.
STEP 3: Choose to Create new process or select an existing process to edit.
STEP 4: Enter your Process Name, then Next.
STEP 5: Go to Custom Form then click the Add Custom Form button. Continue.
STEP 6: Review your Basic Information module or Skip this task. Continue.
NOTE: The Basic Information module is added by default.
STEP 7: Select Add question to create a short answer, paragraph answer, file upload, checkbox, multiple-choice or drop-down type of question. Turn on Mandatory question if necessary. You can also select Data validation to set a limit on your new hire inputs.
STEP 8: Choose Add.
STEP 9: Repeat steps 7-8 to add more questions.
STEP 10: Select Add form element if you wish to create a text block with a hyperlink, add an image, embedded file, or embed a YouTube video. Select Add. Again, repeat this step to add more.
STEP 11: Choose Done.
STEP 12: If a reviewer is required to validate the information your new employee submits, simply click the arrow down button to expand this task. Select a particular user or a role to assign, then Continue.
STEP 13: Choose to Save.
NOTE: If your reviewer was disabled, ownership of the task will automatically reassign to other assigned owners or to the Super Admin if no other assigned users exist. If the task is in progress, it will be restarted.
Want to talk to our Support team? Look for the Intercom icon at the bottom right of your dashboard and click on New conversation or email firstname.lastname@example.org.