Add Onboarding Forms to an Onboarding Policy

Before You Begin: Guided processes containing all applicable forms must be configured and published in Workflow Administration > Guided Process before they can be added to an onboarding policy. See Configure Guided Processes.

The Onboarding Forms section displays the forms assigned to the employee using a guided process:

To add the Onboarding Forms section to your onboarding policy:

1. Go to Onboarding Setup > Onboarding Policy.
2. In the sidebar, click the policy that you want to modify.
3. Click the Getting Started tab.
4. Under Onboarding Forms, click Add. Dayforce automatically scrolls down to where you can configure the section.
5. To hide this section for internal employees, clear the Enable for Internal Hire checkbox. For example, if the onboarding checklist for this policy only includes tasks that apply to employees who are new to the organization, you can clear this checkbox so that the checklist isn't displayed for internal employees.
6. Enter a message or instructional text to introduce the Onboarding Forms section.
7. (Optional) In the Video section, complete the following steps to add a video:
   1. Click Add Video.
   2. Enter or paste a video link from YouTube or Vimeo in the Video field. The application automatically populates the Title field, if possible. If it doesn't add a title, you must add one yourself.
   3. Important: You can only upload public videos. You cannot upload private or unlisted videos.
   3. (Optional) Add a description to the video in the Description field.
8. Click Add Section. A new blank section is added where you can group any number of forms by adding their guided processes:
9. Add a relevant title to describe the new section.
10. Click Add Guided Process.
11. Select a guided process from the list.
12. Note: Dayforce displays the guided processes that are configured and published in Workflow Administration > Guided Process.
12. To hide the guided process for internal employees, clear the Enable for Internal Hire checkbox.
13. Repeat steps 8 through 12 to add as many sections and guided processes to those sections as necessary.
14. You can move sections up or down in relation to the other content in the Onboarding Forms section by clicking the up or down arrow icons. If you want to remove a section, click the X.
14. (Optional) If your organization uses I-9 employment eligibility verification, click Add I-9 Form and set an optional due date offset.
15. (Optional) Click Income Tax Withholding Forms and select the forms from each country you want to include. See Add Income Tax Withholding Forms to an Onboarding Policy.
16. (Optional) To add templates from the DocuSign system, click Add E-Signature Templates. See Add DocuSign E-Signature Templates.
17. Click OK. If you need to update the Onboarding Forms section later, click its edit icon .
18. Click Save.

By default, Dayforce adds the Attend your first day banner when you add the Onboarding Forms section to an onboarding policy. You can move it using the arrow icons, or remove it by clicking the X:

If the banner has been removed, you can click Add Attend Your First Day to add it again: