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Form Types

This article will step you through the various types you can create within Forms in HR Automation

  • Within the Forms screen, navigate to the top right corner and click "Create form" 

  • Add a Title for your form

Click on the form type you wish to create to proceed to the relevant section 

How to create a General Form? 


  • Select the type "General" using the dropdown menu 
  • If this form is only for a specific site under your organisation you can restrict the form. 
  • Click Save, in the bottom right
  • You will now be redirected to the form-building page, where you can: add Sections; add Questions; select answer style - Short Answer, Paragraph Answer, Choice, Time, Date, Yes/No, File Upload 

  • The default view includes a default section. To rename this section just click on the text and edit as you see fit. You can also provide more details surrounding this section. 

  • To add a question to the section, edit the text marked "Default Question" 
  • Select the answer style from the dropdown list 
  • You can add as many questions as you wish by selecting "Add Question" 
  • Mark as required if this is necessary information for the employee to fill in
  • To add a new section within the form, click "Add Section" along the bottom
  • These sections will appear along the right side of your screen for tracking 
  • Click Save , once you are happy with your form
  • The system will flag on the right that you have unsaved changes if you have not clicked save

  • If you are editing a preexisting form you have the option to send it directly, see what packs this form is currently used in and also preview the form as it would appear to the recipient. 

 

 

How to create a Profile Form?  

  • Select the type "Profile" using the dropdown menu 
  • If this form is only for a specific site under your organisation you can restrict the form. 
  • Click Save, in the bottom right
  • You will now be redirected to the form-building page where you have the ability to add inputs. These inputs are automated into the staff profile

  • The default view includes a default section. To rename this section just click on the text and edit as you see fit. You can also provide more details surrounding this section. 
  • To add an input, click on the blue text "No Input Selected" and click on the items within the dropdown menu to customise your form
  • Mark as required if this is necessary information for the employee to fill in
  • To add a new section within the form, click "Add Section" along the bottom
  • These sections will appear along the right side of your screen for tracking 
  • Click Save once you are happy with your form
  • The system will flag on the right that you have unsaved changes if you have not clicked save

  • If you are editing a preexisting form, you have the option to send it directly, see what packs this form is currently used in and also preview the form as it would appear to the recipient

 

 

How to create a Medical Form? 

  • Select the type "Medical" using the dropdown menu 
  • If this form is only for a specific site under your organisation you can restrict the form. 
  • Click Save, in the bottom right
  • You will now be redirected to the form-building page, where you can: add Sections; add Questions; select answer style - Short Answer, Yes/No
  • The default view includes a default section. To rename this section just click on the text and edit as you see fit. You can also provide more details surrounding this section. 
  • To add a question to the section, edit the text marked "Default Question" 
  • Select the answer style from the dropdown list 
  • You can add as many questions as you wish by selecting "Add Question" 
  • Mark as required if this is necessary information for the employee to fill in
  • To add a new section within the form, click "Add Section" at the bottom
  • These sections will appear along the right side of your screen for tracking 
  • Click Save, once you are happy with your form
  • The system will flag on the right that you have unsaved changes if you have not clicked save

  • If you are editing a preexisting form, you have the option to send it directly, see what packs this form is currently used in and also preview the form as it would appear to the recipient

 

 

How to create a Request Signature Pack? 

  • Select the type "Request Signature" using the dropdown menu 
  • If this form is only for a specific site under your organisation you can restrict the form. 
  • Click Save, in the bottom right
  • You will now be redirected to the form-building page where you can add the documents which require a signature by the employee.
  • The default view includes a default section. To rename this section just click on the text and edit as you see fit. You can also provide more details surrounding this section. 
  • To add a document to your form, click on the blue text "No document selected" and click on the relevant documents within the dropdown menu to customise your form. 

Please be advised that the documents available in the drop-down menu have been pulled from the documents available in your document store. 

  • Mark as "Required" if this is necessary information for the employee to fill in
  • To add a new section within the form, click "Add Section" along the bottom
  • These sections will appear along the right side of your screen for tracking 
  • Click Save, once you are happy with your form
  • The system will flag on the right that you have unsaved changes if you have not clicked save

  • If you are editing a preexisting form you have the option to send it directly, see what packs this form is currently used in and also preview the form as it would appear to the recipient.