Adding a Custom Form to Elevated

Adding a Custom Form to Elevated

When adding a custom form, you'll first want to make sure the document you are uploading is saved as a PDF.

 

Adding a custom form in Elevated:

1. Go to the hamburger menu

2. Go to the gear icon

3. Go to HR Setup

4. Click Custom Forms

5. Click the 'Add New' button in the top right corner


6. Name the custom form accordingly in the Name section

7. Click the 'Save' button in the top right corner


8. Click the 'Upload PDF' Document button in the top right corner


9. Choose the file you wish to upload and press OK

10. Click Save after uploading. 


If this form needs to be fillable, follow these steps:

1. Click the pencil button next to the page number that will need the fillable fields


2. Click Add New Field in the top right

3. Double-click the New Field that appears on the document

4. Click and drag where you wish to place the fillable field on the document

5. Adjust the field settings by enabling the field, adding if it is required or not, adding a name of the field, type (characters, date, signature), and adjusting the size of the field (this can also be done by dragging the corner of the red New Field box that appears on the left side on the preview image).


6. Click Save when Finished

 

 

To send a custom form, please reference this article: To send the form to employees:

1. Go to the hamburger menu

2. Go to the gear icon

3. Go to HR Setup

4. Go to Checklists

5. Click the Add New button in the top right corner

6. Select the checklist type as Employee Setup

7. Add a name to the checklist (this could be the same as the custom form), select Custom Checklist under Category, select if the checklist is Active, then click Save

8. Click the Add Checklist Item in the top right

9. Click the flag next to Custom Form to add to the checklist, then Add Selected


10. Click the pencil icon next to the added custom form. A settings page will pop up where you can select the custom form, allow them to update manually, the name of the item, and directions in the description. Click Save when finished

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11. Click Save when finished

 

 

To assign the checklist to employees:

1. Go to the hamburger menu

2. Go to the team icon

3. Go to HR

4. Go to Checklists, then Checklists again

5. Click Assign New in the top right corner

6. Select the employees and the checklist you wish to assign, then click save 



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