How to Assign Custom Forms

How to Assign Custom Forms

To send a custom 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


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 



For steps on how to add a custom form in Elevated, please reference this article here: https://greenleafbizsolutions.zohodesk.com/portal/en/kb/articles/adding-a-custom-form-to-elevated


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