You can build custom onboarding forms to collect key information from new users, suppliers, or anyone in your address book. These onboarding forms help streamline processes by gathering key details such as personal information, skills competencies, bank details etc - before a person arrive on site. This saves time and ensures your workforce is compliant and ready to go.
Creating an Induction Form
Select the Workforce Management tile from the left-hand menu.
Click the Induction Forms tab at the top.
Select the Add New Induction button.
In the pop-up, name your onboarding form (e.g. New Operative Onboarding), then click Save.
You’re now ready to start building your onboarding form using widgets.
Adding Widgets to Your Form
Click the Add Widget button.
Choose a widget from the dropdown (e.g. Contact Details, Emergency Contact, Bank Details) - see all widget options here.
Continue adding widgets for each section you need.
Use the arrow icons on the right to reorder your sections.
When you're happy with the layout, click Save and Close.
Adding Skills widget to the Form
Select the Skills Widget
Click Select Skills icon
Select the required skill from the dropdown list.
If it’s not listed, click Add New to create one.
All submitted skills will sync automatically to the user's Skills section on their profile.
Note - You can also select ‘Skills Requirement Widget to collect skills information. First set up at Skills Requirement and then select this
Adding a Checklist to the Form
Add the Checklist widget.
Click Select Checklist.
Choose an existing checklist or create a new one.
Tip: It’s best to create your checklist before building your onboarding form.
Note - The checklist will save as a PDF on the individual’s profile (not as individual fields). Talk to your CSM about reporting database options - this will need require you having a tech-savvy person within your company to use the raw data.
Setting up Approval Options / Restrictions
Click on the pen icon to set the specific requirements for that form.
Auto Approve - tick this if you want the form to be 'auto-approved' ie. not require a manager to review it before moving onto the next section.
Restrict who can approve — here you can determine a specific cohort that you want to approve this section / widget (ie if it is personal / sensitive data)
Setting up Notifications
Pending Review — choose who gets notified when this widget / section is 'pending review', this means that the process can keep moving without delays
Failure cohort - choose a cohort to get notified if inspection fails.
When happy with selection, press Save.
Use Case
This feature is used by Super Users and Admin roles to tailor onboarding for different types of users—such as operatives, subcontractors, or suppliers. You can create as many onboarding forms as you need, and once completed, the data is automatically synced to each user’s profile.
💡 Tips
Tailor onboarding forms by user type to keep things relevant and efficient.
It’s best to create your checklist before building your onboarding form.
Use widgets like file upload and video links to enhance onboarding.
Forms sync directly with the user profile—no double entry needed.
Use onboarding forms to stay compliant before anyone steps on site.