Existing Custom Fields are used to populate SchoolFront fields once a form is fully approved and in "Complete" status. When onboarding, you can use these existing fields on an Employee Data Verification form. The following article provides instructions on this process so that the form can be used as part of an Onboarding task in the hiring process.
Applicable Roles
- HR Administrator
- HR Team
- Form Administrator
Prerequisites
Creating and Editing Tasks, Creating and Editing Profiles, Process Forms: Custom Fields
Contents
Create an Employee Data Form as a Profile Task
Add the Task "Employee Data Verification Form" to the Profile
Create the Employee Data Verification Form as a Profile Task
Navigate to: Task Management / Task Profiles / Tasks
- Select "New Task"
- Select "Digital Form" from the Task Type drop-down menu
- Enter the Task Name "Employee Data Verification Form"
- Enter the Task Description
- In the Form Category drop-down menu, select "Onboarding"
- In the Form drop-down menu, select "Employee Data Verification"
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Click Insert
Add the Task "Employee Data Verification Form" to the Profile
Reference: Creating and Editing Profiles – SchoolFront for detailed instructions and options on creating Profiles
Navigate to: Task Management / Task Profiles / Profiles
- Select the Task Profile you are adding the Task to by clicking the magnifying glass
-
In the Tasks tab below, click "New Profile Task"
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In the Profile Task pop-up check the box for the Employee Data Verification Task in the Task Name column
- Click Insert
Examples
The custom fields from this form will update the fields in employee's "Details" tab when the employee completes the form and it's been fully approved:
Example of Form Template with Custom Fields
Examples)
Form Received to Review:
Updated Information in Active Employees
Custom Fields Examples