MY 16.1 : How to use Forms?

Using Forms:

Forms allow Admins to send out links to Recipients to request for personal information required in the Employee Personal Tab which in turn allows the Admins to easily create their profiles in HERD with the Info returned by recipients.

• Accessing Forms & Navigating the Main Page
• Creating and Sharing your Form
• Handling Reverted Forms
• Converting Reverted Forms into Employee Profiles

Accessing Forms & Navigating the Main Page

1. On the left sidebar menu, go to Hire > Forms.
2. Use Search Bar, to find individual employees in Forms.
3. User Reference Filter, to filter your forms.
4. Inbox contain Forms completed and returned by recipients.
5. Outbox contain Forms sent out to recipients via email option.
6. Closed contain Forms which have been approved / deleted.
7. Summary and progress of existing forms are displayed here.

Creating and Sharing your Form

1. To Start creating a Form, Click on "+", "Create Form"

2. Use Search Bar, to find and select Users who can access and approve Form. 
3. Click "Next", to continue.
4. Click here, to create new Section & Title.
5. Click here, to create field label under Section where recipients can fill up using a text field.
6. Click "Next", to continue.
7. Choose "Documents", you would like recipient to upload.
8. Enter your message to recipient.
9. Click here, to upload Documents, to be sent to recipient along with the Form.

Sharing your Form with Recipients

Method 1

10. Enter "Reference", for your tracking & filtering purpose.

11. Click on "HERD Copy Link" to copy link and share with recipients. 

Method 2

12. Enter Recipient Email, Name & Reference.

13. Click "Add", to include user into your Email Listing.

14. Once your Email List is Ready, Click "Send" to release links to Recipients in your Email Listing.

Handling Reverted Forms

1.  Click to Select Forms returned by your Recipients under the Inbox Section.
2. Click and select any details which you would like recipient to re enter.
3. Click on "Send" to revert the Form to User for re-entry.
4. If all the details entered are good, Click on "Accept" to save records to Applicant where it can be converted to a User Profile.

Converting Reverted Forms into Employee Profiles

1. On the left sidebar menu, go to Employee > Applicant.
2. Use Search Bar, to find individual employees under Applicant.
3. Click on the Reverted Form which you would like to convert to Employee Profile.
4. Check Personal Details & Documents reverted by Recipient
5. Click on "Create as Profile" to convert Form to Employee Profile, DONE.