Onboarding Checklist

{
  "id": "onboarding-checklist",
  "version": "1.0.0",
  "title": "New Employee Onboarding",
  "description": "Welcome aboard! Complete this checklist during your first week to get set up.",
  "settings": {
    "showProgress": true,
    "progressStyle": "percentage",
    "navigation": {
      "showBack": true
    },
    "allowDraftSave": true
  },
  "submitAction": {
    "type": "callback"
  },
  "sections": [
    {
      "id": "personal-details",
      "title": "Personal Details",
      "description": "Confirm your information for our records",
      "questions": [
        {
          "id": "legal_name",
          "type": "short_text",
          "label": "Full Legal Name (as it appears on ID)",
          "required": true,
          "validation": [
            {
              "type": "maxLength",
              "value": 150
            }
          ]
        },
        {
          "id": "preferred_name",
          "type": "short_text",
          "label": "Preferred Name / Nickname",
          "required": false,
          "placeholder": "What should we call you?",
          "validation": [
            {
              "type": "maxLength",
              "value": 50
            }
          ]
        },
        {
          "id": "personal_email",
          "type": "email",
          "label": "Personal Email Address",
          "required": true,
          "helpText": "For sending tax documents and emergency communication"
        },
        {
          "id": "phone",
          "type": "phone",
          "label": "Phone Number",
          "required": true
        },
        {
          "id": "emergency_contact_name",
          "type": "short_text",
          "label": "Emergency Contact Name",
          "required": true,
          "validation": [
            {
              "type": "maxLength",
              "value": 100
            }
          ]
        },
        {
          "id": "emergency_contact_phone",
          "type": "phone",
          "label": "Emergency Contact Phone",
          "required": true
        },
        {
          "id": "emergency_contact_relation",
          "type": "short_text",
          "label": "Relationship to Emergency Contact",
          "required": true,
          "placeholder": "Spouse, Parent, Sibling, etc.",
          "validation": [
            {
              "type": "maxLength",
              "value": 50
            }
          ]
        }
      ]
    },
    {
      "id": "it-setup",
      "title": "IT & Equipment Setup",
      "description": "Confirm your tech preferences and account setup",
      "questions": [
        {
          "id": "laptop_preference",
          "type": "single_select",
          "label": "Laptop Preference",
          "required": true,
          "options": [
            {
              "label": "MacBook Pro",
              "value": "macbook"
            },
            {
              "label": "Windows Laptop",
              "value": "windows"
            },
            {
              "label": "Linux Laptop",
              "value": "linux"
            },
            {
              "label": "No preference",
              "value": "any"
            }
          ]
        },
        {
          "id": "email_setup",
          "type": "boolean",
          "label": "I have received and can access my company email",
          "required": true
        },
        {
          "id": "slack_joined",
          "type": "boolean",
          "label": "I have joined the company Slack workspace",
          "required": true
        },
        {
          "id": "tools_access",
          "type": "multi_select",
          "label": "Which tools do you need access to?",
          "required": false,
          "helpText": "Select all that apply — IT will provision access",
          "options": [
            {
              "label": "GitHub / GitLab",
              "value": "git"
            },
            {
              "label": "Jira / Linear",
              "value": "project-mgmt"
            },
            {
              "label": "Figma",
              "value": "figma"
            },
            {
              "label": "AWS / Cloud Console",
              "value": "cloud"
            },
            {
              "label": "CRM (Salesforce / HubSpot)",
              "value": "crm"
            },
            {
              "label": "Analytics (Mixpanel / Amplitude)",
              "value": "analytics"
            }
          ]
        }
      ]
    },
    {
      "id": "hr-tasks",
      "title": "HR & Compliance",
      "description": "Required paperwork and acknowledgments",
      "questions": [
        {
          "id": "id_submitted",
          "type": "boolean",
          "label": "I have submitted my government-issued ID for verification",
          "required": true
        },
        {
          "id": "tax_forms",
          "type": "boolean",
          "label": "I have completed my tax forms (W-4 / equivalent)",
          "required": true
        },
        {
          "id": "direct_deposit",
          "type": "boolean",
          "label": "I have set up direct deposit for payroll",
          "required": true
        },
        {
          "id": "handbook_read",
          "type": "boolean",
          "label": "I have read the employee handbook",
          "required": true
        },
        {
          "id": "code_of_conduct",
          "type": "boolean",
          "label": "I acknowledge and agree to the company code of conduct",
          "required": true
        },
        {
          "id": "questions",
          "type": "long_text",
          "label": "Questions or concerns?",
          "required": false,
          "placeholder": "Anything you'd like to ask your manager or HR...",
          "validation": [
            {
              "type": "maxLength",
              "value": 1000
            }
          ]
        }
      ]
    }
  ]
}