Forms Explained

Digitise paper forms and create workflows for approval.

Updated over a week ago

This feature is available for users who have enabled Workforce HR.

What are Forms?

Forms can be used to collect information, feedback and requests from employees. Replacing traditional paper - Workforce allows you to create templated forms with custom approval and notification workflows. Forms can be configured to require response types like:

  • Checkbox confirmation

  • Photo/File submission

  • Text & Number inputs

  • Date & time inputs

  • Weight/scale recordings

  • Signatures

  • Currency

  • Ratings and Sliders

Once your form templates are created you can request them to be completed by a specific employee or all employees that match the relevant Position and/or Team.

How are Forms structured?

Each form in Workforce contains questions that are grouped into one or more sections.

  • Form - specify the name, relevant location, and due time of the checklist

  • Page - group similar sections together

  • Section - group similar questions/fields together

  • Question - specify the question as well as the response type

How can I access forms?

Forms are available for accounts with Workforce HR enabled.

Once enabled, find forms under the HR tab in your Workforce account:

When should I use forms?

Your forms can be used in many different ways across your business. Other customers commonly use them for:

  • Employee Surveys

  • Incident Reporting

  • Uniform Ordering

  • Reimbursement Requests

  • Kilometre allowance

Start using Forms

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