Processes, Forms & Content
Information around our onboarding Processes, Standard Forms, Tax Forms, General Content, and Tasks.
Taxes/W4 - Federal and State
Processes
- Adding Forms & Content to an HR Step
- Finding Processes
- Viewing a Process
- Creating a Process
- Rearranging Steps in a Process
- Editing a Process
Form Builder
- Conditional Logic
- Bulk Edit (Data Entry Form Builder)
- Finding Forms & Content
- Types of Forms
- Creating an Agreement Form
- Creating a Content Form
Standard Forms
- What Standard Forms are available?
- Configuration (HR)
- Direct Deposit
- Emergency Contact
- Employee Application
- Employment Eligibility (I-9 and E-Verify)
Standard Emails
- Standard Emails Overview
- Offboarding Emails
- Internal Status Update
- Internal Past Due Notice
- Internal Activity Notification
- Candidate Welcome
Custom Data Fields
- Overview
- How to Create Custom Data Fields
- How to Customize Data Fields within the Click Boarding Admin Portal
- Front End & Back End Organization & Hierarchy for Custom Data Fields
- Custom Data Fields Tips & Best Practices
- Finding Data Fields