Custom Forms 

Custom Forms allows Admins to gather specific information from employees. Admins can create new forms and assign them to employees. Employees can then view, update, and upload relevant information. Admins can also view the submission status of these forms to effectively acquire data. 

STEPS FOR CREATION OF FORM  #

1. Go to Open Core HR panel, under “Tools & Addons”> Select “Custom Forms” option. 

2. Select “Forms”. 

3. Select “Create Form” option in the top right corner. 

• Enter the name of form 

• Select the client required section with Yes/No option 

• Add description 

4. Then Click the “Create” button. 

5. The form was added successfully. 

6. Can add various fields within a form 

7. Click “+” icon on the newly added form 

8. Enter the label 

9. Enter the placeholder text (this is the example text users see in the field). 

10. Select the field type (text, number, date, etc.) 

11. Choose whether the field is required (Yes or No). 

12. The field added successfully 

STEPS TO ASSIGN FORM TO USER  #

1. Go to Open Core HR panel, under “Tools & Addons”> Select “Custom Forms” option. 

2. Select “Assign Form” option in the top right corner. 

3. Enter the following details: 

• Choose type of employee to assign the form (Individual employee or Team) 

• Select respective user or team 

• Select the form to be assigned 

4. Then Click the “Assign” button. 

5. The form was assigned successfully. 

STEPS TO SUBMIT A FORM  #

1. Login to Employee app, Click “Forms” section 

2. Select the desired form 

3. Fill in all the required the fields 

4. Then Click the “Submit” button. 

5. The form was submitted successfully.