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It is quick and easy to get you up and running in the onboarding module.  Follow these steps to get started:

STEP 01

SEND US YOUR PACKET(S)

Please email good copies of your forms directly to our support team (HireFormsSupport@applicantpro.com).  We add the forms exactly as you send them so we want to make sure we have the best copies for the new hire to view. 

 

 

 

To view our standard forms library, please click below.  The title of each form is in red in the top left corner of the form.  You are welcome to use any of our standard forms or we can build in your custom forms!

STEP 02

SCHEDULE YOUR MARKUP CALL

If you are adding custom forms, we need to understand what is required/optional for the new hires as well as HR to complete.  We will then build your forms in the system to match.  We usually schedule a 50-minute call even though we may not use it all. 

 

PLEASE NOTE:  IF YOU DO NOT SEND YOUR PACKET FROM STEP 1 ABOVE AT LEAST 24 HOURS BEFORE YOUR MARKUP CALL, THE CALL WILL BE CANCELLED.

 

Click below to grab some time. 

 

From the time of the markup, the form builders will need:

  • 1-2 business days for any read-and-sign forms

  • 4-7 business days for any basic form

  • Up to 15 business days for any complex form

 

They do build them all together so the timeframe will be determined by the most difficult form to build. 

 

The sooner you schedule the markup, the sooner you can go live!

STEP 03

SCHEDULE YOUR INITIAL TRAINING

Once you have scheduled your walk-through, you can go ahead and schedule some initial training with Denise.  I like to meet with you for at least two 1-hr training sessions.  The first one will be somewhere around your markup call to get in and begin adjusting the settings.  The second one will be after your forms are built.  We can meet more than this as needed.

 

There are some self-guided videos on separate tabs on this training site.  You are welcome to jump in to view those and get started on your own or we can walk through this together. 

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