How to create a form in HR Automation?

Open the menu and navigate to HR Automation using the search bar.

💡 Note: The Forms tab in HR Automation is only visible to users with the appropriate permissions to create forms. If you believe you should have access and don’t currently see this option, please reach out to your management team to review your access rights.

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

For more information on each Form type, click here!

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

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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 recipient
You can preview the form to see how it would look when sending it 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 change 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 find it using the "deleted" filters and can restore the form if this deletion was made in error

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How to edit a form in HR Automation?

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.

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