Standard transition forms

Here is a list of the standard transition forms that are delivered with the system.

Form Name Audience
Personal Information Candidate and Resource
Emergency Contact Resource
Direct Deposit Resource
Disability Self-Identification Candidate and Resource
Equal Employment Opportunity (EEO) Candidate and Resource
Form W-4 Candidate and Resource
Veterans Self-Identification Candidate and Resource
Detailed Veterans Self-Identification Candidate and Resource. See Enabling the detailed Veterans Self-ID form
The names of the standard forms and the instructions within the forms can be configured. The exception is the Disability Self-Identification form instructions, which must comply with U.S. government requirements and cannot be changed. Customers have two options with the Veterans Self-Identification form:
  • the standard Veterans Self-Identification form
  • the detailed Veterans Self-Identification form

Standard forms can be deactivated so that they are not available for transition programs, but they cannot be added or deleted. If your organization is not using a standard form, then mark it as inactive so that it is not available for selection on task setup.

For forms that required a predefined PDF, the document template is specified.