Fill in a form on an onboarding profile

Here you can read how to fill in a form on an onboarding profile/employee. This could be a form with hiring data or a 3 months review form.

 

1. Go to Main menu -> Onboarding

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2. Click "Pipeline details" of the process or the tab, to find the required onboarding profile/employee

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You can click directely on the onboarding profile on the Overview tab.

3. Click on the profile/employee you wish to send a form

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4. Click the button "Form" and select the form you wish to fill in  

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5. Fill in the form

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6. Click "Save" to save the form

The Form is saved and can be seen and edited in the tab "Documents".

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