From new hires to new customers, an onboarding form helps you collect essential information quickly. With Jotform, you can build professional forms, add custom fields, and share them online — all without paperwork. Keep your onboarding process organized, efficient, and stress-free for everyone involved.
Templates
Jump-start your process with ready-made templates for HR, client services, education, or vendor onboarding. Customize fields for personal data, agreements, and policy acknowledgments. Add branding and file upload options for required documents. Share instantly via link or embed, and store responses securely in Jotform Tables for easy access and tracking.
Benefits
Easily adapt your form to suit employee, client, or vendor onboarding. Add fields for personal details, work history, account setup, or project preferences. Customize the design to match your brand. With Jotform’s drag-and-drop builder, creating a tailored onboarding experience takes minutes — no coding needed.
Let respondents upload identification, certifications, contracts, or policy acknowledgments directly through the form. All files are stored securely and linked to their onboarding record. This eliminates the need for separate email requests and ensures nothing important gets lost during the onboarding process.
Include digital signature fields for agreements, NDAs, or policy consent forms. Participants can sign from any device using a mouse, stylus, or touchscreen. This speeds up approval timelines, removes the need for printing, and keeps every signed document securely stored with the onboarding record.
Set up instant notifications for HR or onboarding teams when forms are submitted. Use Jotform Tables to track onboarding progress, filter by status, and ensure each step is completed. This keeps your team organized and prevents delays in getting new hires or clients fully onboarded.
All data is encrypted in transit and at rest, with role-based access for security. For industries handling sensitive health or personal information, Jotform offers HIPAA-friendly features to help protect private data. This ensures every onboarding form is safe, private, and accessible only to authorized staff.
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