Configuring form settings

Why configure forms?

Your business is different to others, so the data you want to capture will be different too. For example, some businesses may want to collect two emergency contacts, where you may want to collect just one. Worknice lets you control that with ease.

Configure your forms

Locate form templates in settings

Form configuration is completed at the account level. This means, when you make your configurations, they update across your entire Worknice account automatically.

To configure your forms, go to Settings in the left side menu, and then click on Templates.

Choose the form to configure

To configure a specific form, click Edit against the specific form.

All forms are designed to be configurable, however only a handful have configurability options at present. Watch this space!

1. Emergency contact form

2. Super choice form

3. Pre Employment form

Configuration options

Worknice is super simple to configure. See below for configuration options;

Default responsible person

All forms can have their default responsible person set. This will be the person who is notified when an employee updates the information in this form from within their self service portal.

Input fields

Hidden: this means the form field will not appear in your account

Optional: this means the form field will appear, but it does not have to be filled out by a person.

Required: this means the form field must be filled out by the user.

Questions

In some forms, there are questions that will be asked of the user to respond to. You can tick or untick each of these questions.

Checked on: A checked question means it will be asked,

Unchecked off: and an unchecked question means it will not be asked.

Introduction

In some forms, you have the option of adding an 'introduction' You can use this for a number of reasons:

1 - Explain the reason for the form (why the respondent should provide the information)

2 - Provide detailed instructions

3 - anything else you believe is useful.

Default responsible person