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

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.