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Setting up automatic delivery of the Preboarding form to employees
Setting up automatic delivery of the Preboarding form to employees

Learn how to set up automatic sending of the Preboarding form to a new employee.

Updated over a week ago

To ensure that the Preboarding form is automatically sent to employees for completion, follow these steps:

  1. During the creation of the New hire form, locate and select the "Preboarding Form" field.

  2. Choose the specific Preboarding form that you want to associate with this hiring process. This form will be automatically sent to the newly hired employee.

  3. Once a new employee is added to the system, the selected Preboarding form will be automatically sent to their email address.

  4. The email notification will include a direct link to the chosen Preboarding form, allowing the employee to access and complete it online.

  5. This automation streamlines the preboarding process, making it convenient for both the employee and the responsible person handling the hiring process.

For instance, if you're creating a hiring form for employees from Spain, you can select the appropriate Preboarding form that has been tailored for new employees within the Spanish divisions. This ensures that the relevant information is collected from the employee according to their location and role.

For more information on creating New hire forms, please follow this link.

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