Assigning a form

Assign forms to existing people

You already have people that exist in your people directory. How do you assign them a form?

1 - Go to the Forms page in the main menu.

2 - Select Assign Form

3 - Select the Form Type you wish to assign by dropping down the library list

4 - Select the Person you would like to assign the Form to

5 - Click Assign

Assign forms to new hires

You can assign a form in the onboarding new hires workflow.

Alternatively, you can follow the process outlined above if you have first added the new hire into Worknice.

What happens once the Form is assigned?

Once you have assigned one or more forms to a person, as few things happen automatically;

Form status is updated to 'assigned'

Worknice tracks the lifecycle of forms using status'. As different actions occurs, Worknice automatically updates the status of a form so it can always be traced and managed.

Person is notified

Worknice automatically posts a task in the users inbox using smart task technology. This task is only removed from the person's inbox once they have completed the form.

Form is logged against the person profile

You can always review which forms have been assigned to a particular person in Worknice. In some cases, a person may have edited form multiple times. You can review all this information in the person's profile.

To access this, click the People menu item on the main menu. From here, search for the person you want to review, and click view, followed by the Paperwork tab.