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- Create an Attribute Revision and add a Smart Form for entering the employment information on the invitation.
- Create a Content Revision and add a Smart Form for the New Hire's acknowledgement of the employment information.
- Create a Process Revision to associate the two Smart Forms as part of an activity in the New Hire's business process.
Step 1: Create an Attribute Revision and add a Smart Form for entering the employment information on the invitation
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To create the first Smart Form as part of the Employment Agreement, click the Menu icon. Select Create Revision under Revisions.
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Note: Perform this step only if any data specific to the Employment Agreement has to be captured/displayed or inputted while creating invitation. After an Employment Agreement has been created and added in the process (as mentioned in Step 2 and Step 3 in the following sections), the form fields added in this step will show while creating the New Hire's invitation for capturing the details specific to the Employment Agreement that is selected in the invitation. For details on how the data is entered on the invitation, please click here.
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Enter the Smart Form information (Override is optional) as shown below. Click on the link "Create/View Form Fields" to add form fields.
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If the revision has not been applied, the Smart Form is available to be used in a later step.
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Step 2: Create a Content Revision and add a Smart Form for the New Hire's acknowledgement of the employment information.
To create the first Smart Form that will show in the New Hire's onboarding process, click the Menu icon. Select Create Revision under Revisions.
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After an Employment Agreement has been created and the revisions have been applied, it will show in both the invitation and the New Hire's onboarding process.
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How is the information entered on the invitation?
Please refer to New Hire Onboarding Invitation for the steps needed to navigate to and create an invitation. Here we show only the entries related to the new employment agreement.
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