Once you've created a form, there are several ways to get it in front of your team — manually from the Forms page, directly in the scheduler, through the mobile app, or automatically via shift settings.
Getting There
Go to Forms from the left navigation to access the Forms overview page.
1. Assign from the Forms Overview Page
Hover over any form row in the list and click the Assign icon (person with a plus) on the right side. This opens the Assign Form panel where you:
Select the employee(s) to assign it to
Optionally set a Complete by date and time
Click Assign to confirm
Enable Keep open on save at the bottom of the panel to keep the modal open after assigning, so you can quickly assign the same form to multiple people in a row.
2. Assign from the Form Detail Page
Click on any form name to open its detail view, then click the Assign Form button in the top right. This is useful when you're already reviewing submissions and want to add more assignees without going back to the overview.
3. Assign to a Shift in the Scheduler
When creating or editing a shift in the Schedule, click the Forms dropdown at the top of the shift modal. Select the form type (Audit, Checklist, Survey, Form, or Task), then search for and select the specific form. You can attach multiple forms of different types to the same shift. The form is assigned to the employee automatically when they clock in.
🔔 When a form is assigned via a shift, the employee receives a notification at clock-in and the form appears on their Home screen immediately. They'll also receive reminder notifications if configured in the form's settings.
4. Auto-Assign via Form Settings
For forms that need to go out on a recurring schedule, configure this in the form builder's Settings panel. Under Assign to shifts, select the shift type and choose which days of the week it applies. The form will be automatically assigned every time an employee clocks into that shift on the selected days — no manual action needed each time.
5. Assign from the Mobile App (Manager)
Managers can also assign forms from the mobile app. Go to More → Forms & Learning → Forms, tap the form you want to assign, then select the employee and set a due date if needed. Tap Assign to send it immediately.
What to Read Next
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