Document Generator - Create a New Document

Document Generator - Create a New Document

Onboarding documents allow you to create a unique and streamlined onboarding experience for your employees. The “Create a New Document” feature allows you to create an onboarding document to collect information from new employees within your organization.
 
To create a new onboarding document:
  1. Create any Custom Fields or Signature Language you may need for the document.
  2. Select the “Onboarding” tab in the top navigation menu.
  3. Select the “Documents” tab in the secondary navigation menu.
  4. From the “Document Generator” area, select “Create a New Document.”
  5. Use the “Category” dropdown to determine where this document should be stored. Learn more about categories here!
  6. Enter a title for the document in the “Title” input field, as well as any “Additional Text” for the document. 
    1. The "Text" field gives you the ability to insert employer specifics such as a logo, or employee specific data points such as First and Last Name via the “Insert” tool. 
  7. Add desired Custom Fields to ask employees questions by selecting a field from the dropdown, then selecting “Add.” Learn more about Custom Fields and how to create them here!

  9. Use the 'Required" checkbox to determine if a field is required during onboarding.

  11. Upload any PDFs you'd like employees to download, if desired.
  12. Determine if you'd like to add page numbers to the document. 
  13. Determine if a signature is required. 
    1. If employee signature is toggled on, you have the ability to add a signature from the Signature Language Library. Learn more about the Signature Language Library and how to create signatures here!

  14. Use the "Download PDF Preview" hyperlink to view the document you've created. 
  15. Select "Save."
  16. The document will now display in the “Document Library” under the "Category" selected in Step 4 above. 

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