Custom Forms
Flexibility to streamline more HR processes
Create Forms to Collect Information from Employees
Design your own forms to collect and store information that your company needs
![Custom Forms Example](../img/features/custom-forms/custom-form-examples.png)
Use Custom Forms to Suit Your Workflows
Custom Forms can be made available to employees, assigned to employees, or included in checklists
![Suit Your Workflows](../img/features/custom-forms/custom-forms-available-request.png)
- Forms can be made available through the Employee Portal for easy access whenever employees need them
- You’ll be notified of new form submissions and they’re saved to the employee’s record
- You can also assign forms to specific employees
- Forms can also be included as part of a checklist – for example you could collect a new employee’s bank account details this way
It’s Easy to Design Custom Forms
Build your forms using the simple form editor
![Design Custom Forms](../img/features/custom-forms/design-your-custom-forms.png)
- Drag and drop the various types of controls onto your form
- Choose input types like text, numbers, select drop-downs, checkboxes, radio options, file uploads, dates and star ratings
- Forms can be set to be anonymous
- Certain fields can link directly to the employee records
- Setup categories for your forms to keep them organized
- Choose who is notified when forms are submitted
- For assigned forms, you can also set the frequency of reminders for employees that haven’t completed them
- Export your form data to a CSV file for further analysis in a spreadsheet (eg for surveys)
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