Setting up and publishing an Employee Form for Onboarding

Here are the "general" settings that we recommend you utilize when creating an On Boarding Employee Form.  When you add a new On Boarding Employee Form:  

The Info Section:

The PDF Output Section:

There are three options in this section.  The Employee Form can consist of 4 possible combinations:

• Option 1 alone:  This creates an Employee Form to publish a document to staff members. (Providing the collective barraging agreement to the new employee)
• Option 2 alone:  This creates an Employee Form with an attached Conference Form to gather input from staff members.  The Conference Form's own embedded PDF generation capability is used to generate resulting PDFs as they are needed.  (New Employee Demographics)
• Option 3 alone:  This creates an Employee Form with an attached PDF Form that will be used to generate "recipient-aware" PDFs, meaning data can be pulled from the receiving staff member's personnel records.  (NJ New Hire Reporting Form)
• Option 2 and 3 together:  This creates an Employee Form with both an attached Conference Form to gather input from staff members and an attached PDF Form designed to create output from the input captured in the attached Conference Form. (Employment Eligibility Verification (I9) form)

Form Email Options

Most districts leave this blank, but if you may want to consider utilizing

Email Publishing Options

Most districts leave this blank, but if you may want to consider utilizing

Form Submission Options

You should leave the Employee must acknowledge reading the form option active.   There are other options (most Districts only utilize the option highlighted in red):

• Digital Signature Required - This determines if the staff member originating / submitting an Employee Form must digitally sign it (and record their secure 4-digit PIN).
• Signature / Submission Statement  - This is the text of the prompt displayed to the staff member on the signature field.
• Set this user flag when submitted or signed - This drop down contains a list of all existing User Flag fields.  A User Flag can be selected here:  when the submitting user signs the Employee Form to submit it, the user flag is turned on.
• Must Fill Option - This setting allows you to block the receiving staff member from doing any other work until the Employee Form is signed and submitted, or you can simply display a message on every screen until the Form is signed and submitted:

Document Management Integration 

 Select the On Boarding Forms document type and enter the name of the employee form.   

Form Publishing

Ensure the Enable Auto Publishing is checked off and the Onboarding staff list is selected.  

Publishing the On Boarding Form

Once everything is properly set up you can click on the following button to publish the form to any currently eligible staff members: 

DO NOT FORGET to add your employee form to any / all applicable On Boarding Task Sets