How to Create a Form
Create custom forms to capture information from employees at clock-in, clock-out, or on demand. Each form can include notifications, approval workflows, and smart triggers.
Steps
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Navigate to Forms from the main menu.
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Click Create New.
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Fill in the form configuration:
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Form Name — give the form a clear, descriptive name (required).
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Form Group — assign to an existing group to keep forms organised (optional).
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User Groups — choose which departments or teams can see and fill this form.
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Notifications — select admins who should receive an email each time someone submits.
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Notify Submitter — toggle on to send a confirmation email to the employee who submitted.
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Require Approval — when enabled, each submission must be approved by an admin before it’s considered complete.
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Triggers — choose when the form appears: at Clock In, Clock Out, or both. You can also restrict by Shift, Role, or Job.
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Description — add optional instructions shown to employees (max 500 characters).
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Click Edit Fields to add questions (see How to Add Fields to a Form).
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Click Save Changes to publish the form.
Tips
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Use triggers to ensure the right form appears at the right time — e.g., a safety checklist at clock-in for warehouse roles.
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Enable Require Approval for forms where submissions need a manager’s sign-off.