How To Create Onboarding Forms

How to create forms for onboarding of new employees e.g. Personal Details Form.

 To create E-Forms, go to 'Content Manager' under 'Packs'

Then go to 'Form' and 'Create New Form'

Enter the name of the form

onboarding form 3

Here you can create a new question or browse through the library for questions you have already made.

onboarding 4

It is best practice to check the Library for fields that you can use before creating a new field. Martian Logic provides many field types that typically appear on these forms. For example most of our customers have an employee details form. This form is typically used to collect information such as:

  • Bank details
  • Emergency contact details
  • Date of Birth
  • Copies of documents

As you can see below if you click the down arrow you can access the different types of field we have available. Check the list to see if we have a special field type you can leverage.

Once you have all the questions you need in the form, hit 'Make Live' to make it useable.