Which 'US State-Specific Form' is assigned to an employee on Onboarding is determined by the 'Employment State' selected in the employee's profile on their Management page at the time the checklist is assigned.

If this needs to be corrected or changed, you'll need to edit the employee. Find the employee on your Employees page and click their name or the 'Edit' link to edit their record. Next, click on their Management page. Ensure the correct employment state is selected and click Save at the bottom of the page.

User-added image

Next, edit the employee's checklist assignments. To do this, locate the employee on your Onboarding page ('Currently Onboarding' section) and click the 'Assign Tasks' link.

User-added image

Uncheck the box next to the name of the checklist with the US State-Specific Form on it. Click Update Checklist Assignments at the bottom of the page. Then, click the 'Edit Checklists' link. Check the box next to the checklist to re-add it. Click Update Checklist Assignments at the bottom of the page. This will correct the US State-Specific Form assigned.

User-added image