StaffingNation: Custom Forms Training

Creating Custom Forms

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• Compliance has reviewed and approved the finalized form to be used.
• Please refer to the US - Client Policy Requests SOP as needed by clicking on the button here:

• You are NOT using Google Chrome - The feature is unavailable on this browser.

• You ARE using Firefox or Microsoft Edge to begin this process.

Before you get started on creating new or updating existing forms, make sure...

Prerequisites

Creating Custom Forms

It's time to layout the fields on the new form, but how? Once those forms are added, it's time to deploy!

Part III: Layout Form | Fields | Deploy Form!

There's a couple of ways to get to the custom forms tab! And there are a handful of requiremements when adding a custom form.

Part II: Navigating to Custom Forms & +Add Form

Be sure that you're optimizing your time and efficiency by using the right browser from the start!

Part I: Logging into StaffingNation

Check out these Videos!

With just a couple of last minute quality checks, you're almost done!

Part IV: Preview Form & Order Fields

Start with a Cooper Tip!

Creating Custom Forms

If an established client just has updates to one of their forms, what's the best approach?

"Create New Version"

What if you need to make a form "Inactive?"

Retracting a Form

Are you on the Compliance Team? Here's a quick tip just for you!

Compliance Specific?

So, you've filled out the form, and you're ready to upload the file. Now what?

Uploading a File

Quick

Tips

Creating Custom Forms

Thank you!

If you have any questions or need any assistance, please contact the training team at opstraining@tcwglobal.com!

Wait!

To begin, please take a moment to click through the plus icons on the left side before you navigate to the plus icons on the right side! There's a helpful video in each one! Bark!

A cooper tip!

Left then Right

To change the status of a form from "Active" to "Inactive," locate the specific file and toggle to the three dots on the right side. Select "Retract Form" near the bottom.

Form Status: Active

Once you click on "Retract Form," a popup window will appear asking you to confirm your choice. Select "Retract from Onboarding."

"Retract Form"

Once you confirm your selection, you will see a "Success" screen. The form will now show an "Inactive" bar next to the form itself. Click here to reveal!

"Success!"

While the rest of the fields are the same as a custom form, there are two sections that are different on general forms:

• Type: Vendor
• Company/Vendor: TCWGlobal

• For Compliance, you want to access the "Custom Forms" tab by navigating to the gear icon on the top of your taskbar.
• From there, select "Custom Forms."
• Now, choose "Create Form."

Should be Completed by Compliance

State-Specific & All-Company Forms

The difference between adding a form for a specific company and adding a form using the gear icon are these two fields: Type and Company/Vendor.

Once you're successfully logged into StaffingNation using Microsoft Edge or FireFox, this video will show you the two ways that you can navigate to the custom forms tab. Additionally, the video will outline the required fields when creating a custom form for a specific client!

To get started, learn about best practices when it comes to which browsers to use so that you can efficiently create custom forms without needing to switch browsers halfway through the process!

It's crunch time! Let's make sure we've crossed our t's and dotted our i's by using the "Preview Web Form" and "Order Fields" tabs before calling it a day. Good work! You've made your way through the StaffingNation Custom Forms video series! Now, check out the next page for some quick tips!

To help with your training, you can download a copy of this step-by-step guide by clicking here: StaffingNation Custom Forms Step-by-Step

Please await further instructions from the Training team on uploading a custom form before completing this check-in.

Reminder

Before Uploading a Custom Form...

When a request comes in where a company already has an existing form, you may be tempted to simply "update form." However, do not use this option.

Update Form

Instead, use the Create New Version option when simply adding in new information to a form. You may add in new identifying information in the title (for example, an updated year). Pre-existing fields will carry over to the version. Click here to see an example!

Create New Version

VS

So, the form is created! Now, you need to use the layout form feature to insert the fields that employees will see when they are signing their documents. This video will walk you through those steps and show you how to drag, create, and ensure those fields are ready to go!