Creating an employee record form

Employee Record Forms are great for updating an employee's information to ensure a seamless export to your payroll provider when you use one of CareerPlug's payroll integrations.

To create an Employee Record Form, navigate to the Settings page in Onboarding.

Under the 'Forms' area, click the New Form button and select the Employee Record Form type.

On the following page, give your form a name and select which fields you would like to be included on the form. When an employee enters their data in these fields and submits their form, the fields on their employee record will be updated with this information.

Make sure to adjust the form's settings, add it to a checklist if desired, and click Save.