WHAT IS CUSTOMIZED CONTENT?
Customizing Employee/User Content
The Customized Content feature allows HR Administrators to customize the pages the employee/user will see as they complete the form process that initially contain default text.
Page to Edit
Account Activation Email: The initial invitation and login credentials for the employee/user to access their onboarding account.
Admin Tip: The account activation email is meant to provide the employee/user their username, a temporary password, and a link to the website. This area of the email cannot be customized.
All Form Submissions Complete: Once the employee/user has filled out, signed, and submitted all of their assigned forms, they will see this confirmation page along with any additional reference material provided.
All Questions Complete: In between (1) filling out the questions for all forms and (2) signing/submitting each form individually, the employee/user will view this page.
Employee Information Page: The employee/user’s legal name and birthdate are typically found on a large majority of their forms. The onboarding platform captures this information initially with specific instructions on the requirements surrounding these fields.
Employee Landing Page: Whenever the employee/user logs into the website, this welcome message will appear.
Select Available Forms Page: Prior to initiating the form process, the employee/user is provided a list of forms that have been assigned to them.
Division
Each page can be customized by an individual division or to all divisions (Company Default).
Use Custom Text
‘Use The Default Text’ will reflect the basic appearance of a given page/email. ‘Use Custom Text’, based on the selected page to edit, a blank HTML panel will appear. Enter text and use the top menus and buttons to customize the message for that page. Once the customizations are complete, click the “Submit” button to save.