Onboarding Forms Management

What to look for

When it comes to onboarding forms management, how should you evaluate various vendors?

  • Look for vendors who offers a large library of Federal, State, Local employment forms, to cover locations wherever you do business
  • Does the vendor ensure that all onboarding documents are pre-populated with employee data, and can be completed and routed online?
  • Does the vendor offer an eForms creator to make it easy to create custom forms?
  • Does the vendor enable and support electronic signature of forms?

Take a closer look

  • Are forms collected and emailed as attachments? This is not ideal and uses email as the automation platform.
  • Must forms be completed offline, scanned and returned via email? This is not true eForm capability.
  • Does the vendor include a forms library pre-filled with all of the standard forms used by Federal, State and Local governments where you do business? This will save you a lot of time.
  • Does the vendor require your new hires to print, sign, scan, and email non-standard onboarding documents?

Onboarding forms management is more than just filling out and collecting paperwork. It creates a way to truly automate the onboarding experience and make it simple and intuitive, for both the new employee and HR. Understanding what to look for in a vendor will help you know what to expect, and will ensure you get the features you need.

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  • Essential: Remember your cookie permission setting
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  • Essential: Gather information you input into a contact forms, newsletter and other forms across all pages
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  • Essential: Authenticate that you are logged into your user account
  • Essential: Remember language version you selected
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  • Essential: Remember language version you selected
  • Functionality: Remember social media settingsl Functionality: Remember selected region and country
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