- Enable employee screening
- Assign Protect to your location(s)
- Delete employee screening flows
- Setup rules for employee screening
- Managing response options
Enable employee screening
- Click on Protect on the left-hand side of the screen
- Click configure
- Click on New registration flow
- Scroll down to
Questions
- Add your questions, once done click Save fields
Assign Protect to your location(s)
- Verify that the flow being displayed is the flow you want to assign to locations
- Click on
no locations
and select the location(s)
• If you do have a flow assigned to that location you can click onthis location
orX locations
to remove, add, or switch locations this flow is assigned to. - Click Save
Delete employee screening flows
- Select the flow you want to remove
- Click Edit
- Scroll down to the bottom
- Click Delete registration flow
- Confirm by clicking Delete
Setup rules for employee screening
- Click “Rules” located next to the “Add field” dropdown
- Click the “Add rule” button at the bottom of the prompt screen
- In the Triggers section, from the first dropdown, select the sign-in field you wish to apply a rule to
- From the second dropdown, select the answer that will trigger the action you wish to apply
- (Optional) Select “Add another condition” to your rule to apply the selected action based on two or more answers
- From the dropdown under "Define actions," select either 'Deny entry' or 'Notify,' or you can select both options at once
- (Note) If you select 'Notify' as the action, you will then need to select the users you wish to notify
- Click Save rule
Managing response options
Available on Premium and Enterprise only.
- Navigate to Protect
- Click Edit on Employee registration
- Navigate down to Response options - This will be down at the Questions section
- Choose whether you want to
• Save all responses
• Discard all responses
• Manage by field - If you choose Manage by field you will need to change each question you want to keep or discard to the proper setting.
• All short answer fields are automatically saved