Adding a Custom Form and Adding to a Checklist

When adding a custom form, you'll first want to make sure the document you are uploading is saved as a PDF.

 

Adding a custom form:

1. Navigate to Settings > HR Setup > Custom Forms.

2. Click the Add New button in the top right corner.

3. Name the custom form accordingly in the Name section.

4. Chose the appropriate workflow (if applicable).

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5. Click the Save button in the top right corner.

6. Click the Upload PDF Document button in the top right corner.

7. Choose the file you wish to upload and press OK.

8. Click Save after uploading. 

9.  Click on Apply Security in the top right to give employees, managers, etc. access to this form.  Select View and Edit on the ESS section for employees to access and complete this form and View, Edit, Add, Delete on the HR section for admins or managers to be able to make edits or add this form to employees to complete.

If this form needs to be fillable, follow these steps:

1. Click the pencil button next to the page number that will need the fillable fields.

2. Click Add New Field in the top right.

3. Double-click the New Field that appears on the document.

4. Click and drag where you wish to place the fillable field on the document.

5. Adjust the field settings by enabling the field, adding if it is required or not, adding a name of the field, type (characters, date, signature), and adjusting the size of the field (this can also be done by dragging the corner of the red New Field box that appears on the left side on the preview image).

6. Click Save when Finished.

7.  Continue adding new fields for every field that you need. 

 

 

To send a custom form via a checklist to employees, you must first configure the checklist.

1. Navigate to Settings > HR Setup > Checklists.

2. Click the Add New button in the top right corner.

3. Select the checklist type as Employee Setup.

4. Add a name to the checklist (this could be the same as the custom form), select Custom Checklist under Category, select if the checklist is Active, then click Save.

5. Click the Add Checklist Item in the top right.

6. Click the flag next to Custom Form to add to the checklist, then Add Selected.

7. Click the pencil icon next to the added custom form. A settings page will pop up where you can select the custom form, allow them to update manually, the name of the item, who should complete the form, when it's due, and directions to the user in the description. 

8. Click Save when finished

 

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