Onboarding Forms


 

Create a New Hard Copy Form

 

Overview

This article will show you how to create a New Form. You can add forms to Job Templates.

Forms are existing files that you already have on your computer. The Forms Management Center allows you to upload files into your Onboarding system.

Important Note

  • If you have custom online forms that you would like to have created, please contact us to have those created.

Accepted Files Types

All files must be in one of the following formats:

  • DOC
  • DOCX
  • PDF
  • TXT

Instructions

  1. Navigate to Job Templates
    Job_Templates.png
  2. Select the Forms Management Center tab
    Forms_Management_Center.png
  3. Click Create New Form
    Create_New_Form.png
  4. Before you upload a file, add a Form Description, if desired
    Form_Description.png
  5. Click Upload to upload a file from your computer
    Upload.png
  6. Select and Open a file from your computer
    Select_and_open_File.png
  7. View your file within the Forms list
    View_Form.png



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