WHAT HAPPENS IF I DON’T SET UP ANY FORM PACKETS?
Pre-Selected Form Packets
Form availability is crucial to a successful onboarding experience. But what about setup of individual accounts? Streamline the account creation by establishing a group of forms using the Pre-Selected Form Packets.
Form Availability Under Packets
Form Selection during Account Creation: If no packets are set up, all forms available within the division are automatically pre-selected during the creation of a new user account.
Pre-Selected Form Packet Role: The form availability is influenced by the Pre-Selected Form Packet set for the respective division.
Establish Form Visibility
Configure Packets: Establishing Pre-Selected Form Packets ensures that the right forms are selected during the creation of a new user account.
Precision in Form Availability: By configuring packets, HR Administrators ensure that the selected forms align with the division's specific requirements.
Navigate the Onboarding Process
Comprehensive Onboarding: Establishing Pre-Selected Form Packets guarantees that the necessary forms are presented to new employees/users, fostering a comprehensive and efficient onboarding journey.
Prevent Form Overload: Un-configured packets can lead to all forms being pre-selected, potentially overwhelming new employees/users with unnecessary documents.