Onboarding settings are managed by Recruiting Managers and control various options in the onboarding process. You can allow for subjects to update their completed Onboarding screeners, force a prompt to add children to their household and force a prompt for subjects to select product categories that interest them. Additionally, you can prompt subjects to sign up for a portal account after completing recruiting campaign screeners.
Onboarding settings are company level rules that apply to all subjects and locations within a company.
| SEE ALSO – Work with Onboarding further details. |
To edit the onboarding settings:
- From the RECRUITING section, select SETTINGS from the left navigation pane.
- Select the ONBOARDING tab.
- Select the settings to enable.
- Allow Onboarding Retake allows subjects to update responses of completed Onboarding screeners.
- Force Minor Entry prompts subjects to add children to their household if they would like them to participate in studies for kids.
- Force Interest Completion prompts subjects to select product categories that are of interest to them. Interests may be used to pre-qualify subjects for participation in upcoming events.
- Allow Portal Account Signup From Campaigns prompts subjects with a [SIGN UP FOR ACCOUNT] button at the outcome page of recruiting campaign screeners.
- Click on [SUBMIT].
