Questions set to show on the onboarding invite form has moved to a dedicated section

Questions set to show on the onboarding invite form has moved to a dedicated section

Purpose

This guide provides instructions for accessing and completing questions displayed on the onboarding invite form when inviting a new entity to onboard. Previously, these questions were displayed in the New Entity Onboarding Invite Form. Now, they have been moved to a dedicated section on the Onboarding View page, streamlining the process and making it easier to review and complete them before sending out the invitation to the entity.

Before:

In the previous version, when creating a new onboarding:

  1. You would click the New Onboarding button. 
  2. Then questions set to show on the onboarding invite form would be displayed, which needed to be filled in before clicking Continue to send the onboarding.

Now:

With the update, the workflow has changed:

Step 1: Create a New Onboarding Record

  1. Click on New Onboarding. 

  2. Enter the information for the entity you are inviting.
  3. Click Continue to proceed.

    *Note that an onboarding record will be created, but the onboarding invitation will not yet be sent to the entity.

Step 2: Access and Complete Questions Set to Show on the Onboarding Invite Form

  1. After the onboarding record is created, you will be directed to the onboarding record for that entity.
  2. The status will display as "Please complete invite fields."
  3. Below this, the questions set to show on the onboarding invite form will need to be completed. 

Step 3: Send the Onboarding Invitation

  1. Once all questions are completed, click the Invite button.
  2. This action will officially send the onboarding invitation to the entity, initiating the onboarding process.
    (Note: If any pre-invitation workflow steps are configured on your profile, the Invite button will only appear after completing these steps.)


Note:

  • This updated workflow separates questions set to show on the onboarding invite form from the initial invite form, reducing steps during entity setup and allowing a more flexible process.

For Assistance: If you have questions, please contact [email protected] 


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