How can admin configure forms using employee onboarding?

The employee onboarding process involves several steps to ensure that new employees are smoothly integrated into the company.

To configure forms, the admin must perform the following actions:

1. From the greytHR Home page, navigate to Settings icon > System Settings > Employee > Employee Onboarding. The Employee Onboarding page opens.
2. Click +Add Form. This option helps you in configuring the created forms.
3. From the Form drop-down list, select the required form. The selected form will become part of the employee onboarding process.
4. Select the Acknowledgement required option to ensure that the employee reads and acknowledges the form during the onboarding process.
   Note: The forms configured for acknowledgment appear on Submit Forms page. The forms which are not a must for acknowledgment appear on the Employee Onboarding Submitted Success page.
5. In the Instructions for Employees text box, enter any instruction for employees, if any.
6. Click Next to move to the next step. Employee Information Settings tab opens.
7. Under the Employee Information Settings, you can configure the fields that need to be displayed or made mandatory for the employees. The configuration page appears with a list of pre-defined fields and check boxes adjacent to each field. Under the Information and Attachments column, select/ clear the check boxes provided to mark the field as mandatory.
8. Click Save to complete the employee onboarding form configuration and receive acknowledgment.

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Related Links:

Video- To watch video on the Employee Onboarding, click here.

FAQs- To read more FAQs about Employee Onboarding, click here.

Documentation- To learn more about the Employee Onboarding page, click here. 

Product Update- To read about the product update, click here.