Overview
To assign a form in Onboard (in Evolve ATS) to an assignee, it must have a form task associated with it.
Audience
Onboarding Admin
Prerequisites
- Onboarding Admins must create a form before assigning a form task.
Create Form
Navigate to the Onboard Admin tab, then select Task Templates.
Click + New Task Template.
Complete the fields in the New Task Template popup:
- Choose type - Select Form Task Template
- Choose language – Select the desired language
Click Create.
Locate the form you previously created.
Click Create Task.
You can select an assignee and due date or add instructions for each step.
Click Save. You are now ready to make this form task a part of any onboarding process.