Onboarding Plans - ONB


CivicHR
®

How to Upload Onboarding Forms

Instructions

Forms Management Center is your housing unit for all of your government’s forms that could potentially be used to onboard an employee.  There are two types of forms, Hard Copy and Online Forms.

  • Hard Copy Forms: These are forms that are managed by you.  Your government will have control over these forms if they are ever in need of an update.  
  • Online Forms:  These forms are managed by CivicHR.  If field changes are needed or new forms to be custom built, please direct those to CivicHR.

To upload a form, locate the blue button on the bottom left side of the screen. Select "Create New Form." From there you are able to either drag and drop your file or select the "Upload" button to choose a file from your computer. 

Note: The upload of forms should automatically convert the document to a PDF.

If your form file name is easy to recognize it will populate the form name into the "Form Friendly Name" box for you.

Note: If you do not enter a description as you are creating the form, the form will have to be deleted and re-uploaded to add in a description at a later date.




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