Remove Forms from Sent Packages in Talent Platform

You may need to remove specific forms from a package after it has been sent to a candidate. This feature allows Admins to correct mistakes or update requirements without needing to cancel the entire workflow.

Common Reasons You Might Remove Forms

• You sent a form that is not required for the candidate's role.

• You accidentally included a duplicate form in the package.

• The candidate has already completed the document offline.

• You need to clean up a sent package without restarting the process.

Delete Forms from an Active Workflow

Follow these steps to remove specific forms from a package that has already been sent. This ensures the candidate only sees the tasks they actually need to complete.

1. Open the applicant record and scroll to the Active Onboarding section.

2. Click the 3 dots to the right of the package to open the drop-down menu.

3. Select View to open the list of forms in the package.

4. Click Manage Forms.

5. Tick the boxes next to the forms to remove.

6. Click Delete Forms.

7. Select Yes to confirm the removal.

Troubleshooting

If you cannot delete a specific form, check for background screening links.

Forms that are tied to background screening services, such as education verifications, cannot be deleted once sent. You must cancel the request or leave the form in the package.

FAQs

Can I delete any form from a package?

Most forms can be deleted, but there is an exception. You cannot delete forms that are tied to active background screening services.

Does deleting a form cancel the entire package?

No. Deleting a form only removes that specific document from the workflow. The rest of the package remains active for the candidate to complete.

Who can remove forms from sent packages?

This capability is available to users with Admin permissions