The HR Forms function enables your HR department to collect all the needed information from a new hire automatically and directly through the app. Users (new hires) will see the questions on the dashboard on their devices. After they answer the questions, their answers can be found in Reporting, under the ‘HR Forms reporting option’.

Here is what you have to do to get the HR Forms up and running!

Step 1. In User Management, click on Manage Forms.

Step 2. Click on 'CREATE FORM' to start creating an HR Form template.

Step 3. Type the name of your new template in the text field next to 'Title'. Give it a clear name so it will be easy to find in the future.

Step 4. You can compose your own questions by clicking on Add element or use one of the predefined questions.

To compose your own customized question, click on add elements and choose your question type. Then fill in your questions.

To use the predefined questions, simply click on the import question button. The predefined questions are categorized under personal information, job information and emergency contact information.

If you would group certain questions together such as first name, middle name and last name you can drag and drop the questions on top of each other. One group of questions will be marked with the same color for easy overview. Grouping questions will look like this in the editor:
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Grouped questions will appear on one page and look like this on the player side:
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Step 5. Your template continuously autosaves so after you finished adding questions, your template is ready to use, yay! Your templates will be shown here:

When your template is ready, you need to assign it to a user in order for the questions to show up on their dashboard.

When inviting a user via single invite, the screen 'add a form template' will show up after the screen where you can assign the user to a group.

While creating an Open Invite or a CSV Invite file, you can select the form template in the dropdown menu at 'Form Template'.

By default an email will be sent to the user that created the form, once a form has been completed by a user. If you click on 'Recipients' you can add additional recipients of this email.

A preview of this mail can be found below.

Upon logging in, your new hires will see the form that you created at the top of their dashboard. 'Complete the requested info' with the name of the form below. If they click on the arrow button on the right, they will start filling in the form.

After clicking on the arrow, the form will pop up. The user can click on 'Start' to start answering the questions.

The questions will be shown one at a time:

Next up, get your insights and download the responses users gave on the HR Forms.

Step 1. Go to 'Reporting' in the menu in the Editor and select the 'HR Forms' reporting option.

Step 2. A screen will appear with the following info:

Step 3. Download the data
Clicking on the arrow button (⬇️) will start a download of an Excel (.xslx) file with two columns. Column 1 displays the questions from the template and Column 2 displays the answers given by the user.