Forms and services

Forms collect information: an exit interview, an equipment request, an update to personal details. Services turn a form into a request employees can make, with an owner, a deadline and optional approval: for example Request a payslip letter or Report an IT issue. Both are under More.

Build a form

Your forms, with their fields, status and responses

1. Open More → Forms and select Create Form.
2. Start from scratch, or select Templates for a ready-made form: employee information update, onboarding questionnaire or exit interview.
3. Add questions from the panel on the left: text, number, email, phone, link, dropdowns, checkboxes, yes/no, ratings and scales, dates and times, file uploads, signatures, and layout items such as sections.
4. Select a question to set its title, whether it's required, its limits, and When to show it, to show it only when earlier answers match.
5. In the form's settings, set the submit button text and colour, and what happens after submission: a confirmation message or a link.
6. Select Preview to try it, then Finish.

Changes are saved as you go. Use undo and redo freely.

Share a form and see responses

• Select Publish to start accepting responses, then Copy link to share it. Close form stops responses.
• Open a form and switch to Responses to see who submitted and when. Open a response to read it, or select Export CSV.

View Archived shows archived forms. Archive keeps their responses; Delete Permanently removes everything.

Offer a service

1. Open More → Services and select New Service.
2. Name and describe it, add an image or icon, and choose a Category and tags so employees can find it.
3. Request handling:
   • the Request Form employees fill in (build it first, in Forms);
   • the Service Owner and Assignment Group: who handles requests;
   • the SLA (hours): how quickly requests should be handled;
   • the Priority.
4. Access & instructions: make it Public (anyone can request it) or Restricted to chosen roles, and add instructions for requesters.
5. Approval workflow: add approvers in order, or leave it empty if no approval is needed.
6. Select Create Service.

Group services with Categories, on the Categories tab.

Handle service requests

Open More → Services and select View requests. Filter by status or date, or search by service or email.

1. Open a request to see the submitter and their form responses.
2. Select Update status, choose the new status, add a note if useful, and confirm: Approve request, Reject request, Mark as completed and so on.

Related

• Tasks & projects
• Approval workflows