Getting Started with Forms
Forms are a great way for you to obtain information from your employees and our Forms module has some brilliant features to help reduce your workload! Forms can either be sent individually or to groups of people, they can be sent as part of a checklist, the information submitted in them can automatically populate your custom fields AND reminders can be automated so that you aren't spending valuable time chasing them up! Forms can be completed anonymously, and Employees can select a form from their ESS without an Admin User needing to assign it to them.
When would I use them?
There are many different reasons you may need to use a form:
- Conducting an anonymous satisfaction survey
- Capturing critical employee information such as bank details or emergency contact details
- Letting employees submit things like accident reports or feedback
Activating Forms
You can turn the custom forms module on or off globally for your HR Partner company by going to Setup > Company Info and scrolling to the bottom of the page where you see the list of "Additional Modules":
When turned on, you will see "Forms" in the main menu on the lefthand side of your page:
Preparing For Use
Categories
Every form you create in HR Partner needs to belong to a category. With this in mind, you should head to Forms > Configure > Categories and populate the list of form types before you build the actual forms
Categories are an easy way to bring order to forms in HR Partner. You may have a category for Health & Safety and another category for Finance and have several forms within each category for example. This makes it easier for your employees to find forms on their portal. Categories can be made visible to different departments, locations and groups.
Form Portal
You can tailor the look and feel of your forms by heading to Foms > Configure > Form Portal
On this page you can determine the font and colours of your company forms and create the 'Thank You' message that appears upon completion of a form.
Emails
You can create email templates to utilise when you are assigning Forms for completion. To do this head to Forms > Configure > Emails and then select "+ Add Template" and "Custom Forms" on the page that opens up:
For more information on how to build the form itself please read our article on Creating a Form