This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
Permissions
To view and action a form, ensure the View permission under form has been enabled on employee profiles.
Access forms in the app
Once the relevant permission has been enabled, and the staff member has completed onboarding, they can access forms from their settings page.
Note: Currently, forms can only be completed through the Workforce Mobile App.
This will show any currently completed forms, a new form can be created by selecting + New Form button and selecting the form you wish to fill out.
Complete Questions
When you create a new form you will be prompted to complete the questions in the form. Questions marked with an asterisk (*) are required. Answers auto-save as you fill them.
There are several types of fields available in forms some examples are listed below:
Short Text — Enter a short text response.
Long Text — Enter a longer, multi-line text response.
Multiple Choice — Select from a predefined set of options.
Checkbox — A single yes/no checkbox.
Date — Date input only.
Time — Time input only.
Date & Time — Combined date and time input.
Number — Enter a numeric value.
Currency — Enter a monetary value.
Rating — A star rating scale (default 1–10).
Number Slider — A slider for selecting a value within a configured range.
Signature — Draw your signature.
File Upload — Upload a file (accepted formats: JPG, PNG, PDF, Word documents, and plain text files).
Photo Upload — Take a photo or upload an image.
Video Upload — Record or upload a video.
Sections are used in forms to group similar or related questions. Some forms may feature a repeat section button. Clicking this will duplicate that section, allowing you to provide multiple responses as required.
Once you have completed the form, check you have responded to every question, then click the Submit button. If there are any missing required answers, you will receive an alert and will need to address these before the form can be submitted.
You can access your forms from the Forms tab within the Settings section of the app. Forms are shown with a status to indicate where they are in the process:
Assigned — the form has been assigned to you but not yet opened
Started / In Progress — you have begun filling out the form but not yet submitted it
Pending Approval — submitted and awaiting review by a manager
Submitted / Approved / Declined — the form has been finalised
You can jump back into any form with an Assigned, Started, or In Progress status to continue filling it out. Once a form has been submitted, it is read-only and can no longer be edited.
FAQs
FAQs