Onboarding - Forms

What are Forms? A form is a reusable template. It defines what a candidate sees and does at a step in their onboarding workflow. You build a form once and it can be used across any placement it is added to. Forms collect information including na...

Understanding Field Paths A field's path is the address where its value is stored. Every field has one. There are two type of field paths: Form-Local Path Starts with "form." Stores the answer only on that specific form. Entity Path ...

Default Field Paths Each field has a path (what you reference) and a label (what the picker shows). Paths are grouped by the object they belong to: the employee, employer, client, or job connected to the placement. Employee Path L...

What are Forms? A form is a reusable template. It defines what a candidate sees and does at a step in their onboarding workflow. You build a form once and it can be used across any placement it is added to. Forms collect information including na...

Overview Forms support translations at the "version" level. Each language is added as a separate translation while the version is within a "Draft" status. Once the version is published, its translations are locked. *Note* Candidates see ...

Overview Each form field can optionally have a visibility switch which is a rule that shows or hides the field based on what's been entered in other fields. For example, "Only show the spouse's name field if the candidate selects Married." *N...

Overview When adding forms to a policy, you may want employees to complete the forms with a specific order. This is where sequencing and stages come in. Sequencing sets the order forms show up in. The employee can still utilize the top naviga...