Add an Onboarding or Offboarding Template

Add multiple items or items of a specific type using a template. You can automatically add items when a request is filled by configuring a default template. For more information about configuring a default template, see Onboarding and Offboarding Default Templates.
  1. Navigate to the Dashboard page in the MSP view.
  2. Click More > On/Off Boarding.
  3. Use the filters to locate the worker in the engagement to add the template for.
  4. In the Worker column, click the blue text to open the items for the engagement.
  5. Click .
  6. From the Template drop down, select a template.
  7. (Optional) Attach a DocuSign document template to the items that require a worker electronic signature.

    For each item in the template that needs an eSign workflow, expand the item and use the Document Template drop down to select a configured DocuSign template. The signing order, reminder cadence, and expiry are inherited from the eSign module configuration. For more information, see Worker eSign Overview.

  8. Click .