new

Onboarding

HR

Performance Reviews

Training

Forms

Choose When Position-Managed HR Templates Are Sent

You can now choose when the forms, surveys and trainings attached to a
position
are sent to an employee.
When a position is added to someone’s profile, each item can be set to send at
onboarding
, on
employment change
, or
both
, instead of
always going out at both
.
You can set this from the position template. For each form, survey or training attached, you can choose:
  • Onboarding:
    sent when someone starts in the position
  • Employment change:
    sent when someone changes position
  • Both
image
This is useful when something should only be sent at specific times, such as a uniform sizing form that is only relevant during onboarding, rather than every time an employee changes position.
You can alternatively set this from the HR template itself. Open a form, survey or training, go to the
When to send
tab and scroll to the
Positions that manage this
section.
image