Forms - Customer Portal

3rd Party Pre-Onboarding Iframe

- - A new “3rd Party Pre-Onboarding” section has been introduced on the Forms page.
  - Administrators can create, edit, and update iframes.
  - When enabled, this iframe is automatically included in the candidate’s onboarding process once forms are assigned, preventing recruiters and admins from assigning it separately on the order workflow page.
  - Only one 3rd Party Pre-Onboarding template can be enabled at a time, with new templates automatically disabling the previous ones.

- - Administrators can now toggle the requirement for federal ID collection at the form level when the “Fed ID and DOB Not Required” customer setting is enabled.
  - This form can be made mandatory for hiring, ensuring candidates must successfully complete the pre-onboarding step before accessing their forms.

- A new Pre-Onboarding step has been added for candidates, providing an additional step before they complete their assigned forms.
- Candidates who successfully complete pre-onboarding checks are exempt from repeating them.

Streamlined Onboarding Process: Automating the inclusion of pre-onboarding iframes and allowing only one template at a time simplifies the process for administrators, reducing manual tasks and potential errors.
Increased Accuracy and Reduced Redundancy: By exempting candidates who successfully complete pre-onboarding checks from repeating them, the process becomes more efficient and accurate.
Enhanced Data Control: Allowing administrators to toggle federal ID collection requirements provides greater flexibility and control over sensitive data, ensuring compliance with varying customer needs.
Improved Candidate Experience: Providing a structured pre-onboarding step helps candidates understand and complete requirements efficiently, improving their overall onboarding experience.