Managing and completing forms via the HR platform

James Nixon

Updated 07 August 2024 04:30

EH Content Team

Available for the following HR plans: Platinum
Available for the following User Access level: Employee Admin

The Forms feature gives you the ability to create a custom form with various question types and sections. You can then send it to individuals, teams, or a specific location. We will also send an email notification when you activate the form to the employee. Lastly, you can complete the form on your dashboard within the To Do widget.

Interactive learning

Click here for an interactive demo

Getting started

Create and send a form

Click the Compliance menu.
Click the Forms submenu.
Click the Create Form button.
Complete the following fields:
- Form name.
- Description.
- Section title.
- Description.
- Enter a question.
- Question type:
  - Checkboxes.
  - Dropdown.
  - Multiple-choice.
  - Short text.
  - Long text.
  - Number.
  - Date.
Set the Required Question toggle switch to either on or off position.
Click the Plus button at the botton of the page to add additional form pages.
Click the Send Form button.
Complete the following fields:
- Who would you like to send this form to?
  - Sent to all.
  - Send to specific people
- Send me a notification:
  - None.
  - When each recipient responds.
  - When all recipients have responded.
- Start date.
- End date.
Click the Send button.

Daily activities

Complete a form

Click the Dashboard menu.
In the To-Do widget click on the required form.
Complete the required information and click the Submit button.

Data management

Export the results

Click the Compliance menu.
Click the Forms submenu.
Click the Export Results button.

Deleting data

Close a form

Click the Compliance menu.
Click the Forms submenu.
Click the Three Dots button.
Click the Close Form button.
Click the Confirm button

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