"New Employee Onboarding Template" Question

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Hello,

I am attempting to modify the "New Employee Onboarding Template" for our team's use. I have two questions.

1) Is it possible to have multiple employees on the same form? Example, Gabriel Hernandez and Joe Random on the same link? Either via checkbox, conditional formatting, etc. Our hope is to not "Save As New" each time we onboard a new employee, as there may be times there are multiple.

2) Is it possible to create a checkbox at the top with a question "Is this employee new to the business, or a transfer?" and have checkboxes/rows appear based on the answer? For example, if I could click the box for "Transfer", I wouldn't need the Introductory Tour or Account generation rows.

Thank you!

Answers

  • SPIPMO
    SPIPMO ✭✭✭✭
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    Hello @GDHernandez

    yes it's possible, however you can't use the logic in #2 if these 2 or more employees entered in the form are either new to business or a transfer

    #2 you can use logic in Form - Field settings


    Hope this helps.

    SPI.PMO