You can perform a basic or advanced search for Onboarding Questionnaires in TotalBrokerage here. You can also view your existing Questionnaires. To perform a basic search, click “Human Resources” and then “Onboarding” from your dashboard.
This will bring you to the basic search for Questionnaires. You can type in the name of the Questionnaire you are looking for in the box at the top and press search to find the Questionnaire by name.
There is also an advanced search for these Questionnaires.
Below is the advanced search. You can search by the name, when the Questionnaire was created, when the Questionnaire was last modified, who created the Questionnaire, the level of ownership for the Questionnaire, or whether to include inactive Questionnaires.
Remember to click the blue search button after you have selected all the parameters you want to search by.
