Onboarding Plans


 

Upload Onboarding Forms

 

Overview

Forms Management Center is your housing unit for all of your government’s forms that could you could potentially use to onboard an employee. There are two types of forms, Hard Copy and Online Forms.

  • Hard Copy Forms: These are forms that are managed by you. Your government will have control over these forms if they are ever in need of an update.
  • Online Forms:  These forms are managed by CivicHR. If field changes are needed or new forms to be custom built, please direct those to CivicHR.

Important Note

  • If you do not enter a description as you create the form, the form must be deleted and re-uploaded to add in a description at a later date.

Instructions

  1. Navigate to Job Templates
    job_templates.png

  2. Select Forms Management Center
    forms_management_center.png
  3. Hit the Create New Form button
    create_new_form.png
  4. Before you upload the file, add a Form Description (optional)
    form_description.png
    • Provide a brief comment on the form.
  5. Click Upload to select a file from your computer
    upload.png
    • Note: All files must be in DOC, DOCX, PDF, or TXT format.
  6. Select and Open a file from your computer
    open_file.png
  7. Form will automatically upload and convert to PDF

Note: If your form file name is easy to recognize it will populate the form name.




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