Updated Articles

  1. Onboarding - How to Show/Hide Form Fields

    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...
  2. Onboarding - Form Translations

    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 ...
  3. Onboarding - How to Create 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...
  4. Onboarding - Default Field Paths

    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...
  5. Onboarding - Understanding Field Paths

    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 ...
  6. Onboarding - Understanding 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...
  7. Onboarding - How to Create a Theme

    Overview Themes control the visual appearance of the candidate-facing onboarding experience including colors, logo, button labels, and layout toggles. You can apply themes at the account level, per employer, or per individual generated link. ...
  8. Onboarding - Understanding Themes

    Understanding Themes Themes control the visual appearance of the candidate-facing onboarding experience including colors, logo, button labels, and layout toggles. You can apply themes at the account level, per employer, or per individual generate...
  9. Onboarding - How to Create an API Token

    Overview An API token authenticates calls to the Onboarding Portal API for one account. This article outlines how to create an API token that can be used in Automations. Creating the API Token A token is scoped to the account and mode it...
  10. Onboarding - How to Setup Kiosk Mode

    Overview Kiosk mode lets you leave a shared device, a tablet or lobby computer, open to an onboarding form. The screen automatically clears between employees so no one's information lingers for the next person. Kiosk mode is a wrapper page that ...