Resetting an Onboarding form when someone makes an error

When either an employee or manager makes an error on an Onboarding form, an administrator can reset the form to allow that person to complete the form a second time. Before following the steps below, consider whether the employee or their manager has made a mistake on the form.

When a form contains only employee fields

When the form only contains employee fields (no manager input is required), then resetting the form is as simple as clicking Reset Form instead of approving the form.

On the Tasks page, click the name of the task, and click Reset Form instead of approving the form.

When a form contains both employee and manager fields

When a form contains both employee and manager fields, you can reset it after the employee completes their half (because the employee has made a mistake) or after the manager completes their half (if the manager made the mistake).

If the employee made a mistake

On the Tasks page, click the name of the task, scroll to the bottom, and click Reset Form.

If the manager made a mistake

Locate the employee on the Onboarding page. Click their name, then scroll to the completed task that must be reset. Click on the name of the task and then click the Reset Form link.

When you do this, the form will be completely reset, and both the employee and the manager will have to fill out their respective parts of the form again.