How to create a form in HR Automation?

There are 4 form types you can create in HR Automation. Multiple different forms can be selected to customise your HR packs.

• Open the Mega Menu
  • Type "HR Automation" into the search box 
  • Click on this option 

• Your default view will be the "HR Queue" screen however to create a new form you will need to navigate to "Forms" along the top navigation bar. 

• In the top right-hand corner, select "Create Form". 

• This will direct you to the pop-up where you can create your form 

• Firstly, you will need to add a Title to your form 
• Select the form "type" using the dropdown menu

• If this form is only for a specific site under your organisation you can restrict the form. 

• You can send the form directly to an individual, department or site by clicking the send arrow

• A pop up will prompt you to select a receipent 

• You can preview the form to see how it would look when sending out to the employee

• You can edit the form at any stage, by clicking the pencil icon

• If you need to view the history for this particular form to see the changes log click on the clock icon. 

• You will be able to see the tracked changes that were made by whom and on what date and time. 

• If a form has been used in a pack you can check which ones by clicking on the document icon 

• To delete a form, click on the red bin icon
  • Please be advised that even if the form has been deleted you can see find it using the "deleted" filters and can restore the form if this deletion was made in error