Changing the state-specific form assigned to an employee

The US state-specific form that is assigned to an employee in Onboarding is determined by the Employment State selected in the employee's profile on their Management tab at the time the checklist is assigned.

If this needs to be corrected or changed, you'll need to edit the employee. Find the employee on your Employees page and click their name or the Edit link to edit their record. Next, click on their Management tab. Ensure the correct Employment State is selected and click Save at the bottom of the page.

Next, edit the employee's checklist assignments. To do this, locate the employee in your Onboarding page (the Currently Onboarding section) and click the Assign Tasks link.

Uncheck the box next to the name of the checklist with the US state-specific form on it. Click Update Checklist Assignments at the bottom of the page. Then, click the Edit Checklists link. Check the box next to the checklist to re-add it. Click Update Checklist Assignments at the bottom of the page. This will correct the US state-specific form assigned.