Pre-Selected Form Packet Options

When establishing a form packet for creating new accounts going forward, there is an additional option to apply changes to existing accounts.

Exploring Form Changes

Dynamic Nature of Onboarding: As your organization evolves, the need to update form selections may arise to accommodate new requirements or changes in processes.
Maintaining Uniformity: Ensuring that all employees/users have access to the most up-to-date forms is vital for consistency and compliance within your company.

Understanding "Apply Changes to All Current Employees/Users" Option

Apply Changes to All Current Employees/Users: When adjusting the Pre-Selected Form Packet for a division, the "Apply changes to all current employees/users" option becomes relevant.
Form Selection Alignment: Selecting this option ensures that any modifications made to form selections are mirrored in the accounts of all existing employees/users within that division.

Impact on Current Employees/Users

Uniform Form Selections: Enabling this option synchronizes the form selections of all current employees/users with the updated packet, ensuring uniformity across the division.
Maintaining Compliance: Applying changes to current employees/users helps maintain compliance with the latest organizational processes and standards.

Strategic Considerations

Selective Updates: Carefully assess the necessity of applying changes to all current employees/users. This option can be beneficial when substantial changes are introduced to form requirements.
Admin Tip: This action cannot be undone outside of the individual employee/user folder.
New Employees/Users vs. Current Employees/Users: If not selected, changes to form selections will only affect new hires going forward, allowing current employees/users to maintain their existing form selections.