Get started with the Form Builder for your Employees
FAQ: I have a staff form I want to upload or create. Where do I start, and how do I use the Form Builder?
Key Notes:
- Uploaded PDFs cannot have text altered directly in the Form Builder (use Adobe for such edits).
- The difference between PDFs and custom forms is their level of flexibility. PDFs have mapped fields, while custom forms allow for full customization of labels and layout.
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Access the Form Builder
- On the left-hand side, navigate to Forms or the Form Builder in your workspace.
- Switch to the Staff section at the top right to begin working on staff-specific forms.
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Create a Category for Your Forms
- Use a blank canvas to create a category that groups your forms.
- Be specific with naming, e.g., "W4" or "IRS Forms," to organize your documents effectively.
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Upload or Create a New Form
- If uploading a PDF:
- For example, upload a W4 form. Blue fillable boxes will appear where you can map text fields like "First Name."
- Click on a field to program it with logic that pre-fills staff information (e.g., first name, address).
- If creating a custom form:
- Use the customizable form option to adjust labels, layout, and data blocks.
- Drag and move elements as needed to suit your requirements.
- If uploading a PDF:
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Save the Form to Staff Profiles
- Go to Accounts and select a staff profile.
- In the top-right corner, select Forms, choose a form from the created category, and assign it to the staff member.
- Input additional data as needed, such as dates or descriptions.
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Add Staff Signatures to Forms
- For uploaded PDFs:
- Use the "Action" button to allow staff to sign by email or other options.
- For customizable forms:
- Use a Signature Box to allow staff to sign directly with their mouse.
- For uploaded PDFs:
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Explore the Template Library
- Browse the template library to find pre-made forms for staff. These can be customized as needed or used as-is.
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Submit and Manage Forms
- Once a form is filled out, it will display pre-filled information, such as staff name, address, and other data fields.
- Manage submissions and edit as needed from the staff account section.