> ## Documentation Index > Fetch the complete documentation index at: https://docs.penbox.io/llms.txt > Use this file to discover all available pages before exploring further. # Build Your First Case Template > Create a case template to collect information from a new employee — in 5 to 10 minutes. Get up and running in minutes — this guide walks you through creating a case template to collect information from a new employee. ## What you'll build By the end of this guide, you'll have a ready-to-use case template that: * Sends a form to your new employee to collect their personal details * Automatically follows up with a welcome email **Estimated time:** 5–10 minutes *** Head over to your Penbox workspace and click **Templates** in the sidebar, then select **Cases**. Image Click **+ New template**, give it a name (for example, *Collect info about new employee*), and hit **Create**. Image2 Every case has a main contact — the person you'll be communicating with. In this scenario, that's your new employee. 1. Click on **Main Contact** to rename it. 2. Change the name to **New employee**. This label will appear throughout the case, so pick something that makes it easy to understand at a glance. Image 3 Image 4 Now let's define the information you need to collect. For a new employee, you'll typically need six data points: | Data field | Data type | | ---------------------- | --------- | | Birth date | Date | | Start date | Date | | Street name | Text | | City | Text | | Zip code | Text | | Driving license number | Text | Here's how to add them: 1. Click **+ Add Data**. 2. Select the appropriate data type (e.g., *Date* for Birth date). Image 5 3. Click on the new field's name and rename it (e.g., *Birth date*). Image 6 4. Repeat for each data point. Image 7 Need to collect something extra later? Just click **+ Add Data** at any time to add more fields — your template is flexible. Time to set up the communication flow. Your first step will send an email with a form so your new employee can fill in their details. 1. Select the six data points you just created. 2. Click **Ask with form**. Image 8 3. Review the form preview to make sure all the right fields are included, then click **Done**. Image 9 4. Penbox's AI will automatically generate an email inviting your new employee to fill out the form. Review the email content, tweak it if needed, and click **Save**. Image 10 Now let's add a follow-up email to thank your new employee and welcome them aboard. 1. Click **Email**. Image 11 2. Click on the email subject line and change it to something like **Thank you and welcome**. 3. Write a friendly welcome message in the email body. 4. Click **Save**. Image 12 *** ## You're all set! Your case template now has two steps: 1. **Step 1** — An email with a form to collect your new employee's information 2. **Step 2** — A welcome email to thank them and say hello The template is ready to use. Next time you onboard someone, just create a new case from this template and Penbox will handle the rest. *** ## What's next? Put your template to work — launch a case, collect data, and close it in minutes. Add more steps, attach documents, or include additional data fields as your onboarding process evolves. Case templates work for any multi-step data collection workflow, not just onboarding.