Onboarding form templates are an important tool for companies to streamline their employee onboarding process. By using pre-designed templates to collect necessary information from new hires, staff can streamline the onboarding process, reduce errors, and improve overall efficiency and effectiveness. This section will explain everything you need to know about onboarding form templates from creating new templates to publishing templates, as well as how to manage country section form templates.

1. What Are Onboarding Form Templates

Onboarding form templates are pre-designed forms that are used by companies to streamline their employee onboarding process. These templates typically include a variety of form elements and are designed to collect all of the necessary information from new employees.

2. Access Onboarding Form Templates

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

There are 2 tabs on the onboarding form templates page:

• Onboarding Form Templates Tab
• Country Section Form Templates Tab

3. Form Elements

3.1. What Are Form Elements?

Form elements are the individual building blocks that make up a form. There are various types of input fields that can be included in forms to collect information from users.

• Form Fields
• Text Field: Field that can be configured for any additional information that clients want to enter. Some examples:
1. Number
2. Currency
3. Email
4. Date
• Text area: Similar function as text field, but longer information should be entered in here
• Checkbox: Can be used for confirmation (e.g: Worker is not allowed outside of a country for more than 30 days without notifying GoGlobal)
• Radio: Can be used to make Yes/No question (e.g: Will the worker be traveling outside of working location for more than X days?)
• Select Boxes: Similar to radio, but can be used to create multiple check boxes
• Select: Drop down section for clients to choose between pre-set options
• Country Select: Selecting country from a drop down, pre-set options
• Content: Can be used to create “if then” function (e.g: if the client answered “Yes” to the whether if the worker is traveling outside of work country for more than 30 days, this content section will show up for more information, such as his traveling country, planned date of stay and date coming back, etc. If client selected “No”, it won’t show up.)
• Columns: Insert information in columns
• Panels: Similar to content, but has the ability to include functions (e.g: input section for the email of worker)
• File: Include a file
• Worker Fields
• Gender
• National ID (e.g: kojin bango in Japan’s case)
• Full Name
• First Name
• Middle Name
• Last Name
• Personal Email
• Business Email
• Phone Number
• Job Title
• Work Country
• Citizenship
• Legal Name (in local language)
• Start Date (worker start date)
• Expected End Date (worker end date of contract)
• Worker Mail Address Fields
• Address Line 1
• Address Line 2
• City
• State
• Country
• Postal Code
• Worker Residential Address Fields
• Same as “Worker Mail Address Fields”
• Worker Office Address Fields
• Same as “Worker Mail Address Fields”
• EA Specific Fields
• Include “Employment Contract Start Date”: Start date of worker’s contract

3.2. Add a Form Component

1. Drag desired elements from fields to the page area (e.g. Full Name of Worker Fields)
2. Fill in the information
• Display Tab: set the layout and appearance of the element

• Validation Tab: check whether the input entered by the user in that form element meets certain requirements or constraints

• Conditional Tab: set conditions for components to be displayed or hidden based on certain conditions

3. The display of the element can be viewed from the preview section

4. Click Save once finish
5. The added element will appear in the form

3.3. Edit Components in a Form

To edit components:

1. Click a gear icon of the element that you want to edit

2. Edit the information as you want
3. Click Save
4. The edited element will appear in the form

To rearrange elements:

1. Click a move icon of the element that you want to rearrange

2. Drag the element to desired position
3. The new order will appear in the form

3.4. Remove Elements in a Form

The first way to remove elements is

1. Click a cross icon of the element that you want to remove

2. The removed element will disappear from the form

Another way to remove elements is

1. Click a gear icon of the element that you want to remove

2. Click Remove
3. The removed element will disappear from the form

4. Onboarding Form Templates Tab

4.1. What Is Onboarding Form Templates Tab?

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

4.2. Create New Onboarding Templates

1. Click + New Onboarding Form Template
2. Set “Onboarding Form Template Name” (e.g. A Template)
3. Click Create Template
4. Update and Publish Onboarding Form Template 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 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
7. The template will show up in Onboarding Form Templates

4.3. Edit Onboarding Templates

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

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

4.4. Filter Onboarding 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. Name)
3. Set your criteria (e.g. Form)

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 Onboarding 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 Onboarding Templates

To archive onboarding templates:

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

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

To unarchive onboarding templates:

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

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

5. Country Section Form Templates Tab

5.1. What Are Country Section Form Templates

Country section form templates are a type of form template that are designed to collect information about a specific country or region. Country section form templates can be useful for companies that operate in multiple countries or regions and need to collect location-specific information. By customizing the form elements to match the specific country or region, companies can ensure that the information collected is accurate and relevant.

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 form templates