Onboarding Forms


 

Archive an Onboarding Form

Overview

This article will show you how to archive an Onboarding Form.

Important Notes

  • Hard copy and online forms can both be archived.
  • Archived forms cannot be aligned to a job template nor included in an onboarding plan.
  • Plans created previously that contain an archived form will still function normally.

Instructions

  1. Navigate to the Job Templates tab
    job_templates_tab.png
  2. Click on Forms Management Center
    forms_management_center.png
  3. Find the form you wish to archive and check the archived checkbox
    archived_checkbox.png
  4. Your form has now been archived; to see your archived forms, check the Include Archived checkbox at the top of the page
    Include_Archived.png



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