With the 'Forms' functionality you are able to standardize all kinds of information flows and to make work processes more efficient. You have a direct overview of all submitted forms, you can add statuses and you can export or send the results to other HR systems.

Check out the video underneath for a short explanation on how you create and manage these forms and checklists:

These functionalities also contain more than thirty templates to use so that you can get started right away. Consider, for example, a 'Ask HR', 'Report Incident' and 'Travel Expenses' form. You could also manage forms about requesting work clothes, vacation days and parental leave via this function.

Created forms become visible to the chosen target group behind the 'more' button. It is optional to send a notification when a new form is ready for the chosen target group.

To create a form or checklist, go to the organization dashboard and click the 'Forms' button. Here you get the option to create an empty form and you can choose a template;

If you click on 'Create form +', you will see the screen below where you will be given the choice to choose an empty form or a template;

If you choose an empty form, you will be given the option to select a title, color of the button and an icon. When selecting 'View templates' you will see the screen below with accompanying options to select;

In this example we choose the template 'Recommend employee'. If you choose 'Select template', you will see the screen where you can edit the template as desired. You can also manage the status in the settings and select the target group for this form.

If you want to add a new question or new section to the form, you can choose from; an explanation module (text), slider, number, date and/or time, an open text field, dropdown, yes/no answer, checklist option and upload a file.

After you have selected a question type, it will be added at the bottom and you will have the option to adjust the order by clicking on the three vertical dots. Within the explanation module you can also add components that you know from our other functionalities; text, video, youtube link, an image and/or a PDF. If you have set up the form as desired, you can manage the settings by clicking on 'Settings' next to 'Content'.

You can enable status and edit statuses in the settings, the notifications and moderators of this form. Also, you're able to connect this form to an email inbox. You can also manage the filters that belong to the group of employees who must be able to fill in the form.

To change the status, click on 'Edit status' to get to the screen below. Here you can, after the form has been completed by an employee, indicate the processing status of the form. For example, is it 'rejected', 'processed', or 'pending'. You can also add multiple statuses if desired, it is also possible to report notifications of a change in this status to the relevant employee.

Then choose the desired target group for the created form. You can choose from the following filters; community, function group, language, name, days in service and days before date out of service.

Then choose whether you want to save the form as a draft or send it immediately. You can then manage the form in the forms tab in the organization dashboard. As soon as an employee has completed the form, an extra tab with 'Submissions' will appear in the form next to 'Content' and 'Settings'.

Here you have the option to manage the submitted forms and to export or even send results to another HR system with a webhook.

If you need advice for your organization on how best to use this functionality, we would love to hear from you! In this case, please contact our live chat and we will be happy to help you. 👉