Managing the Submitted Self-Onboarding Form

Once the self-onboarding form is submitted by your worker, you can take actions towards it, either View, Accept, Edit and Accept or Ignore.

To do this:

Step 1: Go to Onboarding section.

Step 2: Click the last icon (Form Submissions) under the Onboarding heading.

Step 3: Select Asset from the Form Type drop-down. Click Show.

Step 4: On the Asset Form Submissions Page, you will see the worker who submitted the self-onboarding form. There are four action buttons on the right side: 

1. View (eye icon) - to view the details submitted by the worker.

2. Accept (with check icon) - to directly accept the form without looking at it. The worker will be saved in Comply in the pre-selected Department.

3. Edit and Accept (pen and paper icon) - to make changes to the submitted form (e.g. editing  Department/Unit (Asset Type)

4. Ignore - to do nothing with the form

Next: Generating Consent Form