2 Minute Use Case: Adobe BOLD Configuration

This setup demonstrates the importance of correctly configuring template types and enabling employer review to ensure accuracy and compliance, using the W4 form as an example.

By configuring your e-signature templates and onboarding packets, you can save time and enhance the candidate experience, making your onboarding process seamless and efficient.

Transcription:

In this video, we're going to focus on our ability to configure various onboarding tasks in Avionté. Specifically, we'll discuss how you can streamline your onboarding process using e-signature templates and onboarding packets.

First, let's configure your e-signature templates.

Navigate to Utilities, then Talent Onboarding Tasks.

Expand the E-Signature Templates section and click on the name of the template you want to configure.

On the right side, you'll see the template properties. Update all settings as needed. Here are some key options:

• Template Types: Select the type of document.
• Signatures: Specify the number of signatures needed.
• Review by employer required: Decide if a recruiter needs to review the document before it's marked as complete. This is particularly useful for forms like the Federal W4.
• Pre-fill document required: Indicate if the recruiter needs to fill out any parts of the form before it's available to the talent.
• Make completed document visible to talent: Choose if the talent can view the completed document. We recommend giving visibility to all documents for transparency.

Set permissions for user groups. Determine who can send, view, finalize, and delete the document.

Once all settings are updated, save and toggle the document to On. Repeat these steps for all your documents.

Next, let's configure user groups.

Navigate to Utilities, then User Groups. Here you can add or edit groups to ensure the right people have access to the right documents.

Finally, let's create onboarding task packets.

Navigate to Utilities, then Onboarding Task Packets. Add or edit packets to bundle your tasks together, making the onboarding process seamless and organized.

By following these steps, you can streamline your onboarding process, save time, and enhance the candidate experience. Configure your e-signature templates and onboarding packets today to get started!