Add Document from Document Library

This workflow will add a form to use in the onboarding process from your AdaptSuite Document Library.

If you would rather add a Document from your Local Drive, click here.

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

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

2. The Add Document from Document Library 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 Display Name field, enter the name by which this document will be identified in AdaptSuite.

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

6. 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.

7. 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.

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

9. The Attachment area is where the forms document is uploaded from the AdaptSuite Document Library. Note: You may only upload one document at a time. Right click anywhere in the Attachment box and select Add. Use the Quickfind window to select the location where the document is saved (e.g. Client, Project). After returning to the workflow view, click to open the record's document library. Select the document and it will display in the Attachment area.

10. If needed, you can delete, select or edit the document.

11. 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.