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Used With | Notes | Example | Can look like this |
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Smart Forms | These are policies or forms that appear in the New Hire's process flow. Usually they contain text and or data entry fields. Attachments can be included with these Forms or Policy documents as additional supporting material. | Employee Handbook There can be an activity with an acknowledgement text, expecting the New Hire to electronically acknowledge having read the handbook and agreeing to abide by its contents. The actual Employee Handbook can be attached (PDF) to this policy. | |
These are used when you want to present a list of things/reminders/To-do tasks. Attachments can be a part of one (or all) task items in a checklist to provide additional information. | For example, a New Hire might have an activity that presents a Day-1 Checklist - a list of things they must be aware of or a list of tasks they must do on their first day. One task might be "Use this temporary parking permit and park only on the designated spot". A parking permit and a parking map can be attached to this task, so they can be downloaded by the New Hire. |
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