How to Create Pages

Pages are the individual sections (ex. Work History, Education, Resume) an applicant will fill out during each step. There are three types of pages - Information pages, surveys, and forms:

This document will detail and walk through how to create all three different types in parts. 


PART ONE - INFORMATION PAGES:

Information Pages:  Uses a preset template to collect a set of information, such as personal info or work history. You can customize which questions are shown and required. 

How to create a new information page: 

  1. With the information tab highlighted, select the new icon to create a page:

This will open the "create page" form: 

Select the page type information

The Private Name is the internal title for this page. The Display Name is what applicants will see. Often times the private and display name can be the same. 

Select > to continue to step two. 

  1. Information Page Requirements:

Select the preset template for which you would like to collect information. This determines where information will map to in Enterprise. For example, selecting "Work History" maps answers back to the Past Jobs section of the employee record. 

Next, select any field you would like to (1.) hide on the page (the applicant will not see selected fields), and specify what fields should be (2.) required. Applicants cannot advance to the next page within a step until all required fields are completed. 

A field that has been made required will be bordered in red and there will be a red asterisk by the field name to indicate this to the applicant.

  1. Configuration Details: 

Notice that you may dictate a (3.) maximum and minimum number of entries on an information page. In this case, we've said an applicant must enter at least one past job but can input no more than five. If you would like to include your own text on this page  (such as instructions or a disclosure for example), simply input it into the (4.) work history instructions field and the entered text will display for applicants. 

Note: The postfill and prefill procedure fields are managed/used by TempWorks. Please contact your TempWorks representative if you would like to discuss advanced configuration details and options.

  1. Page Details: 

Confirm that all details for this page have been set up correctly by selecting the check mark icon. If you would like to make any changes to your new page, select the < icon to navigate to previous steps:


PART TWO - SURVEY PAGES:

Survey Pages: Uses a custom question-and-answer formatted block. Surveys are a set of questions designed by you to be provided to applicants. These can be built as free text or multiple choice questions and can even be scored! An example of a Survey would be:

How to create a new survey page:

  1. With the Survey tab highlighted, select the new icon to create a page:

This will open the "create page" form: 

Select the page type survey

The Private Name is the internal title for this page. The Display Name is what applicants will see. Often times the private and display name can be the same. 

Select > to continue to step two. 

  1. Survey Page Requirements: 

Select the (5.) survey that you would like to make into a page. Note that the survey must have already been built in order to be listed among your options. The survey can automatically be saved to the employee record by selecting the (6.) PDF destination radio button. 

Note: Rendering a Survey as a PDF will take configuration by the TempWorks Support team or your administrator (if your administration has the knowledge of creating PDF forms within HRCenter).

The add localization option allows users to display the survey in different languages.

Note: If this section should be listed in any language other than English, the individual questions within the Survey, when initially creating the Survey, would need to be translated to the other language.

Select the Locale (a.k.a. language) and Text (a.k.a. survey) to apply.

Select > to continue to step three. 

  1. Configuration Details:

Within this step, users will have the options to specify additional details related to their survey page.

(7.) Document Type: 

If the survey is also being saved as a (6.) PDF on the employee record, you will be asked to define what document type should be associated with the survey. In our example, we've selected documentation. 

(8.) Force Correct Answers: 

When true is selected, the applicant will not be able to continue past the survey page until all the correct answers are selected. When might it be beneficial to force correct answers? Well, perhaps you have terms and conditions that all applicants must agree to in order to be considered for employment with you. 

In this example since we are creating a survey page for a math quiz we'll select false and allow applicants to proceed with incorrect answers. The final percentage score will be available to review on the individuals employee record in Enterprise. 

Note: The category, postfill, and prefill procedure fields are managed/used by TempWorks. Please contact your TempWorks representative if you would like to discuss advanced configuration details and options.

Select > to continue to step four. 

  1. Page Details:

Confirm that the survey page you have created is to your liking by selecting the check mark icon. If you'd like to make any changes to the page, simply select the < icon to navigate to previous steps. 


PART THREE - FORM PAGES:

Form Pages:  Uses a preset template to collect a set of information, such as personal info or work history. You can customize which questions are shown and required. 

How to create a new form page: 

  1. With the form tab highlighted, select the new icon to create a page:

This will open the "create page" form: 

Select the page type form

The Private Name is the internal title for this page. The Display Name is what applicants will see. Often times the private and display name can be the same. 

Select > to continue to step two. 

  1. Premade and Custom Forms: 

Specify whether you would like to create a page using a (9.) premade form or if you wish to (12.) create a new custom form. 

(9.) Premade Forms:

Begin by selecting the form you would like the (10.) applicant to fill out. 

Note: Premade forms must have already been built in the HRCenter Form Builder to be listed among your options. 

If this form also requires a  (11.) Service Rep signature in Enterprise (for example, the I9), make the appropriate selection from the dropdown, otherwise leave the selection as none. 

(12.) Create Custom Forms: 

Note: Creating custom forms requires extensive knowledge of HTML. Premade forms can be built by novice users through the use of our HRCenter Form Builder. Please contact your TempWorks representative if you would like to discuss advanced configuration details and options. 

Localizations: 

The add localization option allows users to display the form in different languages.

Note: If this page should be listed in any language other than English, the form needs to have already been built in the desired language via the HRCenter Form Builder. 

Select the Locale (a.k.a. language) and Text (a.k.a. form) to apply.

Select > to continue to step three. 

  1. Configuration Details:

Within this step, users will have the options to specify additional details related to their form page.

(13.) Document Type: 

If you would like the form saved as a PDF on the employee record, define the (13.) document type that should be associated with the form. In our example, we've selected documentation. Verify that the form will be saved as a PDF be entering (14.) PDF in the form destination field. 

(15.) Maximum and Minimum Documents: 

The maximum and minimum documents feature is only used when a service rep (a.k.a. approver) is reviewing and signing documents in Enterprise - for example, the I9. In the case of the I9 the approver is (15.) required to upload two files. That rule is established here. If this form does not require such involvement from service reps, simply input 0. 

Note: The category, postfill, and prefill procedure fields are managed/used by TempWorks. Please contact your TempWorks representative if you would like to discuss advanced configuration details and options.

Select > to continue to step four. 

  1. Page Details:

Confirm that the survey page you have created is to your liking by selecting the check mark icon. If you'd like to make any changes to the page, simply select the < icon to navigate to previous steps. 

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