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
- Administrator
- 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" and change the Task Type drop-down menu to "Digital Form
- Enter the Task Name
- Enter the Task Description
- Next, change the Form Category to "Onboarding" and the Form to "Employee Data Verification":
- Click "Insert
Add the Task "Employee Data Verification Form" to the Profile
(See: Creating and Editing Profiles – SchoolFront for detailed instructions)
- Navigate to Task Management / Task Profiles / Profiles and select the Task Profile by clicking the magnifying glass
- In the Tasks tab below, click "New Profile Task"
- Select the Employee Data Verification Task
-
Click Insert
Examples
The custom fields from this form will update the fields in employee's "Details" tab when the employee completes the form:
Example of Form with Custom Fields
Example of Form Received
Corresponding Details Tab Information
Custom Fields Examples