You can update who has access to a custom report directly from your reports list. This standalone interface ensures that sharing updates are isolated from report configuration changes, meaning you can add or remove users without affecting report data, fields, or filters.

1. Log in to Employment Hero.
2. Navigate to the Custom Reports list.
3. Locate the report you wish to share and click the 3-dot dropdown menu.
4. Select the Share report option.

The sharing modal allows you to quickly select or deselect colleagues and teams from a searchable list. This ensures you can control access as team compositions change or responsibilities shift.

1. Open the Share report modal.
2. View the current sharing state; existing individual and team shares will be pre-loaded.
3. Use the search box to find specific Administrators, Owners, users with report creation permissions, or Teams.
4. Click a name or team to select it. Selected users and teams appear as removable chips at the top of the modal.
5. To remove access, click the X on a chip or click the name in the list again to deselect it.
6. Click Save.

You can add formal acknowledgment and signature fields to your forms to collect legally defensible digital records without requiring physical paperwork.

1. Open the form builder for a new or existing form.
2. Click Add Field and select Acknowledgment to add a single affirmation checkbox.
3. Enter the text for the acknowledgment (e.g., "I certify that...") in the label field.
4. Click Add Field and select Signature to add a digital signature canvas.
5. Provide optional instruction text, such as "Please sign below to confirm".
6. Toggle the Required setting to on (this is enabled by default for these field types).
7. Save and publish your form.

When you remove a recipient from an active form, they lose access to make future submissions immediately. However, any responses they previously submitted are preserved and remain visible to administrators in the form results. Removed employees can also still view their own past submissions on their My Submissions page.

When an employee submits a form with a signature, the system automatically captures a submission timestamp, the employee's name, and a tamper-detection hash. This information is stored securely in the form service to ensure the integrity of the digital audit trail.

If the network request fails while saving sharing settings for a Custom Report, the modal will remain open. Your current selections will be preserved so you can retry the operation without having to re-select your colleagues.

You can still update sharing settings using the full report edit wizard if preferred. The sharing step in the wizard has been updated to include users with "Create custom report" CSS permission alongside Admins, Owners, and Teams to ensure consistency across the platform.