How can I create a form in the application?

To create a new Form, perform the following actions:

1. Navigate to Employee > Setup > Company Policies & Forms. 
2. Under the Forms tab, click Create New button. The Create Form Page appears.
3. Under Form Information, in Form Name text box, enter Form Name.
4. In the Description text box, type the description for the company policy.
   Ex: Employee Onboarding Form 2020 for new joiners
5. In the Serial No text box, type a unique serial number for the company policy.
   Ex: G002
6. Under Upload Form Template, click Add Attachment icon. Select the PDF file from your local directory. Kindly make a note that only docx, odt, pdf, xls, xlsx, doc, txt, ppt, and pptx are the accepted file formats.
7. After the file is successfully uploaded, you can select the form category from the Form  Category drop-down list.
   Note: You can also create a new category or edit your existing category. To create a new category or edit your existing category, click Edit Category hyperlink. Forms Category pop-up appears. Click Add Category to add a new category. To edit your Category, go to the required category text box for which you want to edit the category. Enter/ edit the category as per your requirements and click the Save button.  
8. Under Release, select the Release to employee self service portal check box if you want this form to be released for employees in their self service portal.
9. Select the appropriate batch of employees from Employee Filter drop-down list.
10. Click Submit. The form will be now accessible for the employees if you have selected Release to employee self service portal check box. 

Related Links:

• Documentation Page - To learn more about Company Policies & Forms from our documentation page, click here.
• Product Update - To read the product update related to Company Policies & Forms, click here.
• Video - To watch the video on how to create a company policy or form, click here.