Custom Forms
Flexibility to streamline more HR processes
Create Forms to Collect Information from Employees
Design your own forms to collect and store information that your company needs
Use Custom Forms to Suit Your Workflows
Custom Forms can be made available to employees, assigned to employees, or included in checklists
- Forms can be made available through the Employee Portal for easy access whenever employees need them
- You’ll be notified of new form submissions and they’re saved to the employee’s record
- You can also assign forms to specific employees
- Forms can also be included as part of a checklist – for example you could collect a new employee’s bank account details this way
It’s Easy to Design Custom Forms
Build your forms using the simple form editor
- Drag and drop the various types of controls onto your form
- Choose input types like text, numbers, select drop-downs, checkboxes, radio options, file uploads, dates and star ratings
- Forms can be set to be anonymous
- Certain fields can link directly to the employee records
- Setup categories for your forms to keep them organized
- Choose who is notified when forms are submitted
- For assigned forms, you can also set the frequency of reminders for employees that haven’t completed them
- Export your form data to a CSV file for further analysis in a spreadsheet (eg for surveys)
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