How to edit a form in HR Automation? 

Once a form has been created in HR Automation, you will have the ability to edit it for future use. 

  • To edit the form, click on the pencil icon which appears under actions on the right-hand side

  • This will redirect you to the form-building page where you can make adjustments to the titles, sections, questions, answer styles and required information. You can also edit the "Restrict to" field if this is now required. 

  • Once you are happy with the changes, click save 

  • These edits will be automatically updated and present in all forms assigned post-edit.
    • If a pack was sent prior to this form update, it will not change so we would advise re-issuing the pack containing the updated version of the form and deleting the old pack sent via the HR Queue if it has not yet been completed.