To help with content management, folders are available in Onboarding to help you organize your library. When building or assigning Packages or while updating a New Hire File, the folders and subfolders you create will be visible when using the slider to import one or more Forms or Packages from the library. Folders, subfolders, and forms will be sorted and presented in alphabetical order from A-Z.
- From the menu, select Onboarding > Onboarding Forms.
- To create a folder, click +NEW and then click New Folder.
- Enter a unique Folder Name.
- To organize Onboarding Forms into folders, click the ⋮ menu for a form, click Move to Folder, select a folder from the list, and click MOVE to confirm.
- To create subfolders, click the ⋮ menu for a folder, click Move to Folder, select a folder from the list, and click MOVE to confirm.
- To open a folder, double-click the folder name.
Working with Onboarding Folders
Onboarding folders are your library of forms that can be added to an Onboarding Package or New Hire File. Click the ⋮ menu of an existing Onboarding Folder to Rename, Move, or Delete. When changes are made, they will be updated for all permitted users and in all system locations.
Rename: Renaming an Onboarding Folder changes the internal folder name.
- From the menu, select Onboarding > Onboarding Forms.
- Click the ⋮ menu for that folder and then click Rename.
- Enter a unique Folder Name.
- Confirm you want to rename the folder by clicking SAVE.
Move: Moving an Onboarding Folder helps organize forms for system users.
- From the menu, select Onboarding > Onboarding Forms.
- Click the ⋮ menu for that folder and then click Move to Folder.
- Select a folder from the list.
- Confirm you want to relocate the folder by clicking MOVE.