What Is a Staff Form?
A Staff Form is a digital form that allows your team to collect, update, and track applicant information without using paper.
Staff Forms can automatically pull information from an applicant's completed employment application, eliminating the need to enter the same information twice.
For example, a New-Hire Checklist allows recruiting staff to track onboarding tasks, update information, and document completed requirements.
Key Features
Easy Updates: Edit and save forms as often as needed.
Electronic Signatures: Sign forms electronically without printing or scanning.
Document Access: Find completed forms in the applicant's Document Manager, where they can be downloaded as PDFs or emailed.
How to Create a Staff Form
Open the CDLSuite Custom Form Builder.
Create your form using the Form Builder.
On the form list page, mark the form as a Staff Form.
Once designated as a Staff Form, it will be available for internal staff use rather than being automatically sent to the applicant for completion. Authorized staff can update the form using information from the applicant's application.
