Route Onboarding Documents and Forms

You can follow these steps to route onboarding documents and forms.

To route onboarding documents and forms to selected users:

  1. In the For New Hire section, check the box for each document you want to send or re-send.
  2. Click the Route Onboarding Documents & Forms button at the bottom of the screen.
  3. Enter an external e-mail in the E-mail field
  4. Select internal recipients from the Select Recipient list.
  5. Click Send.