The Who gets notified when this form is submitted? section is visible on both draft and published forms. By default, the form creator is automatically added as a recipient, but they can be removed if needed.

1. Log in to Employment Hero.
2. On the left panel click Compliance > Forms.
   
3. Open the desired draft or published form.
4. Click the three-dot (...) menu > Manage Forms.
   
5. Click Settings tab.
6. Locate the Who gets notified when this form is submitted? section.
7. Type to search for a recipient in the chip search field. You can add:
   • Specific member: Search by name or email address.
   • Email address: Enter any valid email, such as a shared inbox. If you enter an invalid format, it will be rejected inline.
     
8. Select the recipient to add them as a removable chip. You cannot add the same member or email address twice; already selected recipients are disabled in the search results.
9. To remove a recipient, click the X on their chip.
10. Click the ... menu and select Save form to apply changes to future submissions.

The When to notify checkbox group appears as soon as you have at least one recipient configured. You can select any combination of the following two options:

1. In the Settings tab of your form, locate the When to notify section.
2. Tick the preferred options:
   • Notify on each response: A notification is sent to all recipients after each individual form submission. This is pre checked by default when you add your first recipient.
   • Notify when all recipients have responded: A single notification is sent only once every designated form recipient has submitted a response.
     
3. Click the three-dot (...) menu and select Save form.

The Publish Form modal always reflects the current state of your Settings tab, including any unsaved changes you have made during your session.

1. Click Publish on a draft form.
2. Review the Who gets notified when this form is submitted? and When to notify fields.
3. Make any final adjustments to recipients or timing preferences directly in the modal.

4. Click Publish.

   All changes made in the modal are saved upon publication and will be reflected in the form settings tab.

Notification settings are not stored on or saved as part of a template. When you are editing a form template, the notification sections are hidden. However, when you create a new form from a template, the current user is automatically pre filled as the default recipient and Notify on each response is pre checked. This ensures the correct person is notified without manual reconfiguration each time.

• Deactivated recipient: If a configured member is deactivated, their notification is skipped, but other active recipients will still receive theirs.
• Deactivated creator: If the form creator is deactivated, any other recipients they configured will continue to receive notifications as normal, but the deactivated creator will not.

Existing forms have been automatically migrated to ensure notification behavior continues uninterrupted.

• If notifications were set to None: The recipient field will start empty and no notifications will be sent until configured.
• If notifications were active: The form creator is automatically seeded as a recipient. Legacy timing is mapped as follows:
  • When each recipient responds becomes Notify on each response.
  • When all recipients have responded becomes Notify when all recipients have responded.
• Draft forms: Existing drafts are backfilled with the draft creator as the default recipient.

If you have selected Notify when all recipients have responded and a recipient is removed after some others have already submitted, the single notification will fire as soon as all remaining recipients have submitted their responses.