The employment agreement (EA) form serves as a record-keeping tool that helps the employer manage the employee's information throughout their onboarding process. This section will explain everything you need to know about EA form templates from creating new templates to publishing templates, as well as how to manage country section form templates.

1. What Is EA Form Template?

EA form template enables users to configure their own EA form catered towards their needs. This is important because EA may differ by country or by industry of the company. This template is for Employment Agreement, which is a binding document signed by an employer and an employee.

2. Access to EA Form Templates

1. Go to the sidebar and select Onboardings
2. Click EA Form Templates
3. The EA form templates will show up

There are 2 tabs on the EA form templates page:

• EA Form Templates Tab
• Country Section Form Templates Tab

3. Status of Templates

• Published: EA Form Template is successfully published
• Unpublished: Not yet published
• Changed: The EA form was published, but the information was changed

4. EA Form Templates Tab

4.1. What Is EA Form Templates Tab

EA Form Templates Tab is a section that displays all the EA form templates. You can create, edit, and archive the onboarding form templates from this tab.

4.2. Create New EA Form Templates

1. Click + New EA Form Template
2. Set “EA Form Template Name” (e.g. Example EA Form)
3. Click Create Template
4. Update and Publish EA Form Template


4.1. Select “Region”

4.2. Select “Form Mode”

1. Select “Multi-page wizard” for multiple pages
2. Select “Single page form” for a single page

4.3. Notification Email(s)

• This is for clients onboarding workers

4.4. Drag and drop a form component from the sidebar

• For more information about form components, users can refer to Form Elements section
5. Click Preview to view the form template
6. Click Publish to finish editing
• Once published, clients can share the form with a link

7. The template will show up in EA Form Templates

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Note Once published, it can be used when onboarding a new worker (e.g. Example EA Form)

4.3. Edit EA Form Templates

1. Click anywhere on the row of the template that you want to edit (e.g. Example EA Form)
2. Click Edit and publish

3. Edit the information as you want
4. Click Publish
5. The form will change accordingly

4.4. Filter EA Form Templates

You can choose desirable criteria to filter lists of templates that you want to display in the table.

1. Click Filters
2. Select criteria that you want to filter (e.g. Country)
3. Set your criteria (e.g. Japan)

4. The filtered values regarding your criteria will show up in the table

The filter can be set and edited from the bar above the table as well.

4.5. Sort EA Form Templates

The table can be sorted alphabetically and numerically in descending and ascending order.

• If data in the selected column is alphabetic data, it will be sorted alphabetically
• If data in the selected column is numerical data, it will be sorted numerically
• If data in the selected column is in date format, it will be sorted from newest or oldest

The table can be sorted by one column at a time.

1. To sort based on that column, click on the head of a column until you get the desired sort

#️⃣

Symbols

Not Sorted

Ascending Order

Descending Order

2. The sorted table will show up

4.6. Archive and Unarchive EA Form Templates

To archive EA form templates:

1. Click anywhere on the row of the template that you want to edit (e.g. Example EA Form)
2. Click Send to archive

3. The status of the template will change to “Archived”

To unarchive EA form templates:

1. Click anywhere on the row of the template that you want to edit (e.g. Example EA Form)
2. Click Unarchive

3. The status of the template will change to “Published”

4.7. Result When EA Form Is Filled

1. Client receives the EA form submission in their email
2. EA submission can be reviewed by clicking Review Submission

3. Worker information can be reviewed by clicking “Review Worker Information”

4. Email sent to client assigned to onboard a worker

5. Country Section Form Templates Tab

5.1. What Are Country Section Form Templates

Country section form can be made for specific countries with different requirements. This form will be added as an extra page when filling out “Information Request for EA Prep” form. Clients can select country section form in the first page of “Information Request for EA Prep” as seen below:

5.2. Create New Country Section Form Templates

1. Click + New Country Section Form Template
2. Select a country (e.g. Thailand)
3. Click Create
4. Update and Publish Country Section Form Template


4.1. Notification Email(s)

• This is for clients onboarding workers

4.2. Select “Form Mode”

• Select “Multi-page wizard” for multiple pages
• Select “Single page form” for a single page

4.3. Drag and drop a form component from the side bar

• For more information about form components, user can refer to Form Elements section
5. Click Preview to view the form template
6. Click Publish to finish editing
7. The template will show up in Country Section Form Templates

5.3. Edit Country Section Form Templates

1. Click anywhere on the row of the template that you want to edit (e.g. Thailand)
2. Click Edit and publish

3. Edit the information as you want
4. Click Publish
5. The form will change accordingly

5.4. Filter Country Section Form Templates

You can choose desirable criteria to filter lists of templates that you want to display in the table.

1. Click Filters
2. Select criteria that you want to filter (e.g. Country)
3. Set your criteria (e.g. Japan)

4. The filtered values regarding your criteria will show up in the table

The filter can be set and edited from the bar above the table as well.

5.5. Sort Country Section Form Templates

The table can be sorted alphabetically and numerically in descending and ascending order.

• If data in the selected column is alphabetic data, it will be sorted alphabetically
• If data in the selected column is numerical data, it will be sorted numerically
• If data in the selected column is in date format, it will be sorted from newest or oldest

The table can be sorted by one column at a time.

1. To sort based on that column, click on the head of a column until you get the desired sort

#️⃣

Symbols

Not Sorted

Ascending Order

Descending Order

2. The sorted table will show up

Next: Manage employment agreement contract templates