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 “Onboarding” from your dashboard.
BASIC SEARCH
To perform a basic search for questionnaires, type the questionnaire's name in the box at the top and press search.
+ ADD FILTER
Search by name, the date the Questionnaire was created, the date it was last modified, who created it, the level of ownership, or whether to include inactive Questionnaires.
Click the arrow next to the name and another box opens where you can make your selections.
Next, click Add.
Then click Apply (or Clear All to reset).
