Add Document from Local Drive

This workflow will add a form to use in the onboarding process from a local drive.

If you would rather add a Document from your AdaptSuite Document Library, click here.

If you rather add an Onboarding Policy without a Form, click here.

1. Select From Local Drive from the Add Classic Onboarding > With Form menu in the workflow control panel.

2. The Add Document from Local Drive workflow displays in a new window.

3. In the Active field, use the Code Selection icon to select Y (Active) or N (Not Active). An inactive form cannot be selected and will not display on lists of onboarding forms.

4. In the Group field, use the Code Selection icon to select the type of Onboarding form (Client Requirements, Hiring Forms, Tax Forms).

5. In the Hiring Requirement field, use the Code Selection icon to indicate how the status of the form should impact the assignment/placement workflow. You can select from the following:

• No Warning: If the candidate does not have an approved version of this form, the system will not generate any warning to the user.

• Prevent Placement: If the candidate does not have an approved version of this form, the system will prevent completion of the assignment/placement workflow.

• Warning Only: If the candidate does not have an approved version of this form, the system will notify the user, but not prevent completion of the assignment/placement workflow.

6. The Storage Location field is only used for electronic onboarding and determines where the signed form is stored. Use the Code Selection icon to select either Electronic Onboarding Forms or Vendor.

7. The Requires 2 Signatures checkbox is only used for electronic onboarding and indicates (if checked) that a properly completed form must have two signatures.

8. The Attachment area is where the forms document is uploaded from the local drive. Note: You may only upload one document at a time. Select the icon, then click Browse, locate your document using a typical file upload window and finally, click Upload Documents.

9. Click Confirm to save the form document and close the Add Document from Local Drive window. Click Add Next Form to complete the current workflow and open another workflow window to add an additional document. Click Cancel to abort the workflow without saving the form document.