Upload a verification form template in Admin settings

Why is this important?

This article will show you how to upload the form you have created so far into Job Ready. You need to upload your form template in Admin settings, so that it'll be available for users to download.  You''ll be able to control programme access and the type of record (Employer, Jobseeker, Placement, Expense, Vacancy) users can download the form from. 

To add the template into Admin settings of Job Ready, you must first have completed these steps:

1. Create a verification form template 
2. Add merge fields to your employment verification form
3. Add wage and hours worked totals to your verification form

You will need:

• Admin access
  If you are not the key administrator for Job Ready, contact your Admin staff to configure your form.

How to upload the form template into Admin Settings

1. Go to administrative settings
2. Select Files Library 
3. Select the plus (+) button to create a new file record
4. Configure the form and attach the file
   1. Where the form file is uploaded.
   2. Tick the section of the site you want this form to be downloadable from. Certain merge fields will only populate data from certain records. View the full merge field list to determine which record the merge fields can be downloadable from. Note: If your form has wage history data, 'Placement' must be ticked. 
   3. Tick the programme of the users that will have access to this form.
5. Click Add Files

You can add an unlimited amount of forms. 

And now that part is done! Only one step to go...

Next:> Download a verification form from the Files Library


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