Task Type: Digital Forms are individual forms sent to employees to be completed.
Applicable Roles
- Admin
- HR Admin
- HR Team
Prerequisites:
An Introduction to Profiles and Tasks, Employee Task Profiles Overview, Creating and Editing Tasks,
Content:
Create a Task Type - Digital Form
1. Navigate to the Task Management/Task Profiles/Tasks
2. Select New Tasks
3. Select Digital Form from the Task Type
4. Name the Task and the Task Description
5. Select the Form Category from the Drop-Down menu
6. Select the Form from the Drop-Down Menu
7. Select the School Year for which the Form will be current for and the Due Date the form needs to be signed by
8. Select the Form Employee in which you would like the form to go to
9. Select Insert or Insert and Add once you have filled in the information