How to Assign Forms to Employees

✔ Available on all subscriptions

 

Instruction Guide

  • Step 1: Navigate to the “Human Resource” tab and click “Action”.
  • Step 2: Select “Assign Forms” and choose the form type.
  • Step 3: Assign employees (one, multiple, or all) and select the form reviewer.
  • Step 4: Select Reviewer from the dropdown.
  • Step 5: Choose the action type: “Send form to employees” or “Reviewer to complete form”.
  • Step 6: (Option) Tick the “Prefill Form” box to prepopulate fields in the form before assigning.
  • Step 5: Click Save

 

If the Human Resources Module is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

 

Walkthrough Guide

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