Schedule automatic form assignments

Automatic assignment ensures the right forms reach the right people - without manual effort. Whether it’s onboarding, compliance, or role-based training, iTacit can assign forms automatically based on employee events like hiring or role changes.

1. Go to Menu > Library > Form Library Items

2. Select the Library Item you want to configure

3. Click on the Assignment tab

4. Check the box: Automatically assign this form to individual employees

5. You’ll then see options to trigger an assignment based on:

   1. When an employee is first hired: The form will be assigned automatically when a new employee profile is created with the role that matches the target group for the form.

      1. Ideal for onboarding checklists, orientation forms, or initial compliance training.

   2. When an employee is given a new role: The form will be assigned when an employee receives a new role that matches the target group for the form.

      1. You can choose to trigger an assignment for:

         1. Default role (primary job function)

         2. Secondary role (additional responsibilities)

6. Click Apply to save your assignment rules

Example Scenario

You’ve created a “New Hire Orientation Checklist.”  In the Assignment tab:

• Enable automatic assignment

• Select Assign when an employee is first hired

Now, every new employee will automatically receive the checklist as part of their onboarding process.