Preview and validate a custom form before publishing

You can open a preview of any draft custom form directly from the form editor. The preview shows all sections and questions exactly as employees will see them, and updates in real time as you make changes — no page refresh needed.

1. Log in to Employment Hero.
2. On the left-hand side menu, click Compliance.
3. Click the Forms submenu.
4. Select a draft custom form to open it in the form editor. The Preview tab is only available on draft forms — it does not appear on published forms.
5. In the form editor tab bar, click the Preview tab.
6. A preview panel will appear showing how the form will look to employees, along with a banner confirming this is a preview and not a live form.
7. Review all sections and questions as they will appear to employees. The following question types all display correctly in the preview: text, number, date, radio, checkbox, dropdown, file upload, and employee picker.
8. If the form has no sections yet, the Preview tab will show an empty state message.
9. Switch between the Questions tab and the Preview tab at any time — the preview reflects your latest changes in real time, with no refresh needed.

Use the Validate Preview button to test how your form handles required fields and format validation before publishing. No data is saved at any point — all test responses exist only within the preview tab.

1. Log in to Employment Hero.
2. On the left-hand side menu, click Compliance.
3. Click the Forms submenu.
4. Select a draft custom form to open it in the form editor. The Preview tab is only available on draft forms — it does not appear on published forms.
5. In the form editor tab bar, click the Preview tab.
6. With the Preview tab open in the form editor, optionally enter test responses into the form fields to simulate how an employee would fill in the form.
7. Click the Validate Preview button.
8. Review any validation errors that appear:
   • Empty required fields will display an error showing the section name, question label, and error type.
   • Email fields with invalid input will show "Please enter a valid email address."
   • Number fields with non-numeric input will show "Please enter a valid number."
9. If all fields pass validation, a confirmation message reading "All fields validated successfully" will appear.
10. Switch back to the Questions tab to make any adjustments, then return to Preview to re-test. Your changes will be reflected immediately.

Preview mode is available to Admins and users who have been granted Forms permissions. Users with Forms permissions can preview draft forms they have created. Regular employees without Forms permissions do not see the Preview tab. The Preview tab is not shown on published forms — only on drafts.

The Preview tab is only available on draft forms. If you are viewing a published form, the Preview tab will not appear. If you believe you should have access but cannot see the tab, contact your system administrator to confirm your Forms permissions are set up correctly.

No. Any responses or input you enter while testing in Preview mode are not saved. All test data exists only within the preview tab for the duration of your session and is not submitted or stored anywhere.

Rich text editor question types cannot be rendered in Preview mode. These fields will display the message "Preview not available for this question type" in place of the question. All other supported question types — text, number, date, radio, checkbox, dropdown, file upload, and employee picker — display correctly.