Go to Account > Settings on Onboarding.

User-added image

Scroll down to the Forms area. Click the 'Edit' link to the far right of the name of the form you wish to modify.

editing forms


Note that some CareerPlug-created forms (like the Federal W-4), can't be edited. The I-9 has an 'Edit' link next to it, but rather than editing the form, you may only edit whether you require documentation of identification to be uploaded and electronically stored with the I-9 and whether the employee or their manager is responsible for uploading those documents. We recommend making the manager responsible for uploading these documents since managers are required to see a physical copy of the employee's I-9 documents. In addition, please be aware that whether or not you choose to require a scan of an employee's I-9 documents, you must require the same for all employees.

When editing a form, you can make many changes:
 
  • PDF forms - edit the form name or instructions; add, remove, or move form fields; adjust form settings
  • Acknowledgment forms - edit the form name or instruction; change the document that employees are expected to read and acknowledge receipt of; adjust form settings
  • Q&A form - edit the form name or instructions; edit the questions employees will be asked; adjust form settings
  • Document form - edit the form name or instructions; change the document that employees are expected to download and re-upload; adjust form settings
  • Employee Record Form - edit the form name or instructions; adjust fields that the employee is expected to complete; adjust form settings

One thing that is impossible to do is to upload a new PDF for a PDF type form and map new fields onto it. Once you've created a PDF form, you won't be able to upload a new PDF in its place. In this case, we suggest creating a new PDF form with the new PDF. You can remove the old PDF form if necessary.