Custom Forms in Onboarding allow us to add a form for the employee or manager to fill out during the Onboarding process. This form will then be stored in the electronic filing cabinet in Onboarding for reference and, if applicable, will also be added to their profile in Core HR.

Custom forms can be added or edited from the "Custom Forms" tab by an Onboarding Administrator. For more information about adding Custom Forms to your Onboarding system, you can refer to the following dedicated article.

Best Practices for Creating a Custom Form

When creating or planning your custom form, refer to the following best practices to better understand how it should be formatted for ease of use and success.

• The form must be in a PDF file format. 
• It is preferable for the form to already have fillable fields so you can easily tell the system which fields need to be filled out by the employee or the manager.
• The form should not be password-protected or have any required fields set up within the form itself.
• The form should not have the standard Adobe Digital Signature (Uses an Orange Arrow), as Onboarding cannot detect that type of signature line.
• Custom forms can be either:
  • Employee-facing with an optional manager signature.
  • Completed by a manager and never seen/signed by the employee.
• The form should be a clean version to ensure a high-quality PDF image. Repeatedly copying a form/PDF may result in image degradation, as we will not recreate your PDF and will only create the fillable/signature fields.
• If a form requires an employee and manager signature, it is preferable to have a single set of employee and manager signatures in a single form. If a form requires multiple signatures from the same signer, the form may need to be broken up into separate files/forms for each required employee and/or manager signature for ease of use and setup.
  • For example, if form page 1 requires an employee's signature, and form page 2 requires both an employee's and manager's signature, the form pages may need to be separated into their own respective PDF files to accommodate both sets of signatures.
• If you want a required line in your form, consider that the user will be required to complete the entire field. This can be an issue if a required line contains checkboxes or radio buttons, as the user would be required to check every single available radio button or checkbox in the line. When including checkboxes or radio buttons, be aware of what the user will select.
  • For example, if you create a form that has a required line with a "Yes" and "No" checkbox, the user will be forced to select both "Yes" and "No".
• Consider how a user will complete the form in Onboarding, as a form with numerous checkboxes, radio buttons, line items, etc., may provide a poor experience when completing the form from a mobile device. 
• When creating your fillable PDF form, it can help to take note of which fields should be required, such as in Notepad, so it is easier to identify them when adding the custom form to Onboarding.