This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
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