This guide is intended for HR managers who handle the process of sending onboarding forms and contracts to new employees.

Step 1: Create your personal sender link

In this step we generate a unique “key” for the HR manager, so the system knows where to return the signed documents.

  1. Go to: Create Unitask Link.
  2. In the “Kit Sender” field, type your name and select it from the dropdown list.
  3. Click “Continue”.
  4. In the popup window, click “Copy link”. The link is now saved to your clipboard (Paste).
  5. This is a one-time step – paste the link into your email signature “Onboarding Forms for Unitask”. From now on, this is the link that will be sent to employees each time for completing the forms.
ממשק משתמש של טופס דיגיטלי עם שדה טקסט מודגש ורשימת אפשרויות בחירה, חלק ממערכת שילוט דיגיטלי.
חלון שיתוף טופס עם קישור מאובטח ואפשרות להעתקה, רלוונטי לשילוט דיגיטלי אינטראקטיבי.

Step 2: Update employee details in the system (GoMixApp)

So that the employee can authenticate and fill out the form, we need to update their details in the system database.

A. Preparing the file:

  1. Open the employees Google Sheet.
  2. Add the new employee’s details on a new row (ID number, name, etc.)
  3. Download the file to your computer: File > Download > Comma Separated Values (.csv).
צילום מסך של תפריט 'הורדה' בגיליון אלקטרוני, עם אפשרות 'ערכים מופרדים בפסיקים (.csv)' מודגשת.

B. Locating the existing employee list:

  1. Go to the GoMixApp Editor.
  2. In the top toolbar, click the flag icon and change the language to Hebrew.
  3. In the side menu, choose **”Services”** and then **”Data Structures”**.
  4. In the list that opens, select the “metadata” form.
Screenshot of a data management interface, showing a table with fields such as 'Name', 'Fields', and 'Last Modified' for a digital signage platform.
A view of the data management interface in GoMixApp, which lets you manage data structures for digital signage.

C. Uploading the new employee to the system

  1. Scroll down to the component called “CSV – Employees”.
  2. Check the “Replace?” checkbox and click “Import” to load the CSV file you downloaded earlier. ***Make sure you scroll all the way down and update the employees section, and not another section by mistake.
  3. After the change, buttons will appear below the table – click “Save”.
A data import interface for digital signage, including options for import, replace, and customized text fields.
Screenshot of a data management interface, showing a table with fields such as ‘Name’, ‘Fields’, and ‘Last Modified’ for a digital signage platform.
Screenshot of a user interface with a highlighted "Import" button, part of a digital content management system.
Screenshot of a user interface with an “Import” button, part of a digital content management system.
Screenshot showing part of a digital content management interface, emphasizing an "Update Form" button. You can see options such as metadata, language (English), and the option to save changes. Suitable for use in digital signage systems.
Screenshot of a user interface with a highlighted “Save Form” button, part of a digital content management system.

D. Publishing the changes

Click the publish button to update the form. The publish button looks like an orange cloud in the top toolbar of the site:

GoMix App data management interface with a cloud publish button, enabling distribution of digital content to digital signage.
GoMix App data management interface with a cloud publish button, enabling distribution of digital content to digital signage.

Step 3: Sending the link to the employee

Now that the system already recognizes the employee, you can send them the link.

  1. Open an email to the new employee and select the “Onboarding Forms for Unitask” signature.
  2. Instruct the employee to open the link and enter the first 5 digits of their ID number to start filling out the forms.