Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll,
Available for the following User Access levels: Manager, Admin, Employee
The PDF export feature for Basic forms (previously called custom forms) allows you to generate professional, high-fidelity documents of your analytics with a single click. This tool ensures that your on-screen visualisations, including charts, tables, and metric cards, are captured accurately for easy sharing with leadership and stakeholders. Authorised users can also securely export completed forms directly from an employee's file, saving valuable time during auditing and compliance checks.
This article will show you how to manage the following:
- Export a Basic form to PDF from the forms list
- Export a Basic form to PDF from the individual form view
- Export form submissions from an employee file
- Further information
Export a Basic form to PDF from the forms list
You can download a PDF version of any Basic form directly from the Forms page without opening the individual form.
- Log in to Employment Hero.
- Go to Compliance > Forms.
- Locate the Basic form card you wish to download.
- Click the 3 dots icon on the form card.
- Select Export to PDF.
- The PDF will automatically download to your device in approximately 3 to 10 seconds.
Helpful Hint
PDF exports initiated from the Basic form card will always capture the full form data.
Export a Basic form to PDF from the individual form view
When viewing an individual Basic form, you can export it to reflect your current filter selections.
- Log in to Employment Hero.
- Go to Compliance > Forms.
- Click on the specific Basic form you want to view.
- Apply any desired filters (e.g., date range or department).
- Click the Export icon in the form toolbar.
- Select Export to PDF.
- The download will begin and a success notification will appear once complete.
Important
Exports from the individual Basic form view will include a summary of the active filters applied to the data in the final PDF.
Export form submissions from an employee file
Admins, managers, and employees can securely export completed forms directly from an employee's file without navigating to the Forms page.
- PDF Downloads: Admins, managers, and employees can download a formatted PDF of any completed form submission directly from the employee file.
- Structured CSV Exports: Users can export structured CSV files of individual responses, making it effortless to process, import, or store employee data in external systems from employee file.
- Empowered Self-Service for Employees: Employees can securely export their own submitted forms directly from their employee file for personal record-keeping.
- Unified Access Permissions: Export capabilities strictly honour existing employee file viewing rules, keeping sensitive data protected at all times.
Further information
- Selectable Text: The exported file is a proper document, not a screenshot. You can highlight, copy, and search text using standard viewer commands.
- Visual Fidelity: All charts (bar, line, pie, doughnut, and stacked) render as embedded images with original colours, labels, and proportions.
- Smart Formatting: Data tables utilise smart pagination where headers repeat and rows stay intact without splitting across pages.
- Supported Content: Basic forms support one-click PDF export.
- Form too large: Basic forms containing more than 50 widgets may exceed browser memory limits. If this occurs, reduce the number of widgets or narrow your configuration before retrying.
- No data to export: If your saved configuration or active filters yield no results, the system will provide an error toast instead of downloading an empty file.
No. PDF export is available for Basic forms.