How to create a client in Pascal Onboarding

Clients are the start of a new onboarding in Pascal Onboarding. Via a client, information about the client can be collected, related entities are grouped together and can be reviewed, and the onboarding of the client can be approved.

To create a client for the onboarding process:

1. Navigate to the Home page or the Clients page of the Onboarding section of Pascal and press the New client button.
2. Click on the Client name field. Here, you can select an existing client from Pascal Screening, or provide a new client name.
   • In the client list clients are not selectable when they are already added in Pascal Onboarding.
3. Optionally, in new clients a description of the client can be provided in the Description text area and an identified can be added in the Identifier field.
4. Select an onboarding form in the Onboarding form field. Here, you can choose a form template, which is already set up in the Forms section of Pascal Onboarding.
5. Press the Next button when you have inserted all information.
6. In the new section, users who will fill the form can be added in this page. Add a first name, last name and email address and press the Add button. More users can be added to fill the form.
   • The people added can be either existing users, who will then see the form in the external forms section and receive an email about the new form. Or external people can be added as users, who will receive an email to access the form.
7. Press the Next button when you have added all users.
8. In the new section, add the internal assignee who is primarily responsible for the client. Optionally, collaborators can be added.
9. Press the Submit button to create the Client.