This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
Add Form Templates
To get started, navigate to HR > Forms > Form Templates. Then, click the + Create New Form Template button:
Next, add the following details to your Form:
Name - Staff will be able to see this when completing a form
Category - The reason for the form. Common examples are outlined here.
Active - Controls if users can access and complete this form. Uncheck if users should not have access yet.
Available to be assigned when onboarding an employee - Makes the form available to send during onboarding.
Can employees access this form? - Scopes the form to either All Employees or Custom. Selecting Custom will make the form accessible to specific users via position titles and/ or team.
“And” will require the user to be in the selected position AND the team whereas using.
“Or” will only require them to be in either the Position OR the Team.
Description - information about what the form (including when to submit)
Notifications - Specify the Positions which should receive a notification when the forms are submitted
Add sections
Once you've created the Form, group similar suggestions together by creating sections. Use the + Add Section button to create one.
💡Tip: Sections can be dragged into a different order through the ≡ button.
Add Questions
Once you've added sections, questions can be added to the forms. Items are the individual tasks that employees will complete in the form.
To create a new question, click the + Add Question button under the relevant section.
When creating a question, you'll need to include the following details:
Name - The question name
Type - Specify how staff will answer the question
Required - Specify if the employee can skip the question
Add a file - Provides the user a file to access as part of the question
Description - Text displayed as a tooltip to the employee. Provides additional information as to how to answer the question.
Question types
When creating questions, the response fields employees use can be configured to:
Short Text - Basic text input
Number - Basic number input
Currency - Number input preceded by a ($) sign
Multiple Choice - Allows the selection of a predefined number of options
Checkbox - A single yes/no checkbox
Long Text - A larger text input for long-form responses
Date - A date selector field
Time - A time field
Date Time - Date & Time in a single field
Rating - Allows a simple 1-5 rating
Number Slider - Lets staff enter a value along a number slider
Signature - Adds a sign here field to the form
File Upload - Allows the user to upload a .pdf or .jpg file
Photo Upload - Requires the user to take a photo
FAQs
FAQs
Is it possible for a manager to sign a form?
Yes, you can get a manager's signature in the form by adding a signature type question, then selecting this option in the advanced answering options
