Search for onboarding tasks or forms that you want to review
or edit.
Profile group administrators can modify existing
forms at any time. You can search for forms by category, template name, or
both.
-
From the home page in Trimble Construction One, under the Onboarding section,
select Hiring Process
Setup.
Note: Alternatively, select
in the upper left corner of the home page, and select
.
-
Select the Manage Custom Tasks
tab.
The Form Templates
page opens.
-
To search based on a form category:
- Enter the category name (or a portion of the name)
in the category search box in the left pane. The system filters the
categories list based on your search.
- Select the relevant category. The system filters the list of forms
shown in the right pane based on the selected category.
-
To search based on a form name, enter the form
name (or portion of the name) in the template search box in the right
pane.
The system filters the forms list based
on your search terms.
-
Select the form.
The Template Builder page opens.
-
Review or edit the form as needed.
-
If you make changes,
select Save.
