Configuring an Offboard Worker smart form

Smart forms are used to capture user data and can help streamline supplier worker management flows between Beeline Professional and the Supplier Network applications.

Smart forms are often associated with a single task such as offboarding a worker. To ensure hiring managers or PMO users can offboard a worker without triggering additional approval tasks in Professional, Beeline Professional administrators can configure an Offboard Worker smart form.

To offboard a worker as part of a more complex set of steps, you must configure business processes. It’s recommended that you use business processes to offboard workers.

As an administrator, you can create and modify smart forms to include additional fields or remove fields that are no longer required in your data capturing flows.

Before you begin

You must have administrator access to Professional.
The Smart Forms Configuration panel includes an optional Text editor to build a smart form as an array of JSON objects. This method is for advanced configurations and requires a higher level of technical competence. If you plan to use that option, reach out to your Client Services representative.

Steps

To create an Offboard Worker smart form, complete these steps.

Log in to Professional.
From the left navigation, go to Settings Smart Forms.
In the upper right of the Smart Forms table, select Add. The Create a Smart Form dialog displays.
Enter a name in the Name field.
Select Offboard Worker from the Type list.
Select Create Smart Form. The Smart Form Configuration page displays.
Because the Offboard Worker type of smart form doesn’t include predefined elements, you must add all the elements you want to capture. To add an element, select + Add New Element and then select the element you want to add from the list.
Optional: To rearrange elements, drag and drop them to the location you want in the UI editor.
Turn on the Available in Professional toggle.
Select Save and Publish to activate the form. A confirmation banner displays in the lower left.
From the left navigation, go to Settings Tenant Configuration and select the YML Configuration tab.
Enter end-engagement-by-process-action in the search box of the YML Configuration page, to find the feature flag used for ending engagements.
Select the Actions list and then Disable to ensure the status of the flag is inactive.

Next steps

Publishing a smart form makes it available to any supplier with access to it.

Based on the settings you chose, hiring managers can access published Offboard Worker smart forms in this area in Professional:

On the Worker Profile page, when they select the Engagements tab. The Offboard Worker option displays in the engagement Actions list.