Onboarding Forms Management

When it comes to onboarding forms management, how should you evaluate various vendors?

  • Look for vendors who offers a large library of Federal, State, Local employment forms, to cover locations wherever you do business
  • Does the vendor ensure that all onboarding documents are pre-populated with employee data, and can be completed and routed online?
  • Does the vendor offer an eForms creator to make it easy to create custom forms?
  • Does the vendor enable and support electronic signature of forms?

Take a Closer Look

Are forms collected and emailed as attachments? This is not ideal and uses email as the automation platform.

Must forms be completed offline, scanned and returned via email? This is not true eForm capability.

Does the vendor include a forms library pre-filled with all of the standard forms used by Federal, State and Local governments where you do business? This will save you a lot of time.

Does the vendor require your new hires to print, sign, scan, and email non-standard onboarding documents?

Onboarding forms management is more than just filling out and collecting paperwork. It creates a way to truly automate the onboarding experience and make it simple and intuitive, for both the new employee and HR. Understanding what to look for in a vendor will help you know what to expect, and will ensure you get the features you need.