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Save and resume a basic form draft on web and mobile

Updated

Available for the following User Access levels: Employee

Previously, stepping away from a long Basic form (previously called a custom form) meant losing all your progress or having to submit incomplete answers. The Save draft feature lets you save your progress at any point and come back to it later with all your answers already filled in. You can save a draft on both web and mobile.

This article covers how to:

Save a form draft on web

Save your progress on a form on web

When you are filling out a fresh form on web, you will see Cancel, Save draft, and Submit buttons. You can click Save draft at any point. You do not need to answer all required fields first. Your current answers and any uploaded files are saved as a draft.

  1. Log in to Employment Hero.
  2. Go to Compliance > Forms.
  3. Choose the form you want to fill out.
  4. Enter your answers in the form.
  5. Click Save draft.
  6. A Draft saved. confirmation will appear near the button. You will then be redirected to the form list page.

Helpful hint

If you click Cancel after entering answers without saving, an Unsaved changes modal will appear with the message: Your changes since the last save will be lost. You can choose Save progress to save your current answers as a draft before exiting, or Exit without saving to leave. Exiting without saving does not delete any previously saved draft. It only discards changes made since your last save.

If the form contains a file upload field, helper text will appear below the field: Uploaded files are saved with your draft.

View and resume your draft on web

Find and resume a saved draft on web

After you save a draft, it appears as a row in My Submissions > Basic Form with the status Draft. It stays there even if you close the browser and come back later.

  1. Log in to Employment Hero.
  2. Go to Compliance > Forms.
  3. Go to My Submissions > Basic Form.
  4. Find the form row with the status Draft.
  5. Click the three dots dropdown on that row.

  6. Click Resume.

  7. The form opens with all your previously entered answers and file uploads pre-filled. Continue answering from where you left off.
  8. When you have resumed a draft, the form will show Cancel, Discard draft, Save draft, and Submit buttons.
  9. Click Save draft to update your existing draft, or click Submit when you are ready to send your final response.

Helpful hint

When you resume a draft and save again, your existing draft is updated. A new separate draft is not created. When you are ready to submit, click Submit and your draft will be replaced with a final submitted response. Any applicable approval workflows will then be triggered.

If a form allows multiple submissions, you can have more than one draft for that form. Each draft appears as a separate row in My Submissions > Basic Form with the status Draft.

Save a form draft on mobile

Save your progress on a form on mobile

When you are filling out a fresh form on mobile, a Save draft action is available alongside Cancel and Submit. Tapping Save draft saves all your current answers and any uploaded files as a draft.

  1. Log in to Employment Hero on mobile.
  2. Navigate to the form you want to fill out.
  3. Enter your answers in the form.

  4. Tap Save draft.

  5. A Draft saved. confirmation will appear at the top of the form. You will then be redirected to the form list page.

Helpful hint

If the form contains a file upload field, helper text will appear below the field: Uploaded files are saved with your draft.

View and resume your draft on mobile

Find and resume a saved draft on mobile

Once you save a draft on mobile, a My drafts section appears on the forms page, between Browse all forms and My submissions. Each draft is shown as a card with the form name. This section only appears when you have at least one saved draft. It is not shown when no drafts exist. Your drafts remain visible even after you close the app and reopen it.

  1. Log in to Employment Hero on mobile.
  2. Go to the forms page.
  3. Find the My drafts section and tap the draft card for the form you want to continue.
  4. The form opens with all your previously entered answers and file uploads pre-filled. Continue answering from where you left off.
  5. When you have resumed a draft, the form will show Cancel, Discard draft, Save draft, and Submit actions.
  6. Tap Save draft to update your existing draft, or tap Submit when you are ready to send your final response.

Helpful hint

When you resume a draft and save again, your existing draft is updated. When you are ready to submit, tap Submit and your draft will be replaced with a final submitted response. Any applicable approval workflows will then be triggered.

Discard a draft

Permanently delete a saved draft

Important

Discarding a draft permanently deletes it. This action cannot be undone. A confirmation prompt will always appear before the draft is deleted.

You can discard a draft from the following places:

  • On web, from My Submissions > Basic Form: Click the three dots dropdown on the draft row, then click Discard draft.
  • On web or mobile, from within the open form: When you have resumed a draft, click or tap the Discard draft button inside the form.
  • On mobile, from My drafts: Use the Discard draft action on the draft card.

In all cases, a confirmation modal will appear with the message: Your saved progress will be permanently deleted. This cannot be undone. Click Discard draft to confirm, or Cancel to go back.

Further information

What happens if the form changes after I save a draft?

If questions have been added or removed from the form since you saved your draft, your answers for questions that still exist will be pre-filled when you resume. Answers for any removed questions are silently discarded. Any new required questions will be highlighted as unanswered, but they will not stop you from saving the draft again.

What happens if a file I uploaded to my draft is no longer available?

If a file you previously attached to your draft is no longer available in storage when you resume, the form will open with all your other answers pre-filled, but that file will be missing. A notice will appear: Some files could not be restored. Re-upload them before submitting. You will need to re-upload the file before you can submit.

What if the form has been archived since I saved my draft?

If a form is archived after you saved a draft for it, the draft will still appear in My Submissions > Basic Form on web and in the My drafts section on mobile. However, you will see the message: This form is no longer available for submission. You can discard this draft. You can discard the draft, but you cannot submit it.

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