Edit a Form Template

Where necessary, you can make changes to Form Template details, sections, and questions.

To edit Form Template, navigate to HR > Forms > Form Templates and select the Edit button:

Edit a page or section

To edit a section name, click 'edit section name':

To edit a different section, click on the pen icon next to the relevant section.

Edit a question

To edit a question, click on it:

Edit Form Approval Process

You can edit a form approval process, which determines who approves the form, when submitted by an employee.

To edit a form approval process:

Navigate to HR > Forms > Form Templates > Edit on the form you wish to edit
Select the Approval Processes tab
Click Add
Select the relevant option(s) for 'when submitted by', and for 'requires approval from'
Select Create to save

Please note, you can add various approval processes.

Approval processes are ordered. For example, approvals belonging to the second stage cannot be satisfied until the first stage is complete. Approvers will be notified in stages too. Once the first stage is complete, only then will approvers of the second stage be notified and able to approve the form.

Edit Form Setup

You can edit form settings which will configure:

Name
Category
Which employees can access the form
Whether the form is 'active'
If the form should be available to include during onboarding
Description
Notifications

To edit form settings:

Navigate to HR > Forms > Form Templates > Edit on the form you wish to edit
Select the Setup tab
Edit 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.
- Description - information about what the form (including when to submit)
- Notifications - Specify the Positions which should receive a notification when the forms are submitted
Select Update to save

To configure who can access the form at any time, go to 'Employee self service'. Here, you can select all employees, certain positions, select teams/ locations, or, create user groups by selecting positions, teams, or a combination of both.

Archive a Form Template

When a Form Template is made inactive, it will no longer appear for employees to complete on the mobile app. Past responses can still be accessed.

An inactive Form Template will also remain under the Manage Form Templates tab and can be reactivated at any time.

To make a Form Template inactive, click the edit button next to the relevant Form Template, then Setup. Next, untick the Active box and save the changes with the Update button.

To reactivate a Form Template, click the edit button next to the relevant Form Template, then Setup. Next, tick the Active box and save the changes with the Update button.

Delete a Form Template

When a Form Template is deleted, it will no longer appear for employees to complete on the mobile app and the deleted form templates cannot be reactivated. Responses can still be accessed for deleted form Templates.

To delete a form template, click the ⋮ button on the relevant form template, then Delete. Confirm on the pop up:

FAQs

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🚀 What's Next

Edit or Delete a Form Template