How can admin share HR Forms to the employees?

The admin can configure various company policies, and release them to employees through the ESS portal. 

It is also a necessary process to gather and organize the employee information in the forms like Contract forms, Background check disclosure forms, Employee personal details forms, or any other forms. You can easily configure, manage, track, and maintain all these company policies & forms activities through the greytHR Company Policies & Forms page. 

To configure and release a form to the employees, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Employee > Setup > Company Policies & Forms. The Company Policies & Forms page opens.
2. Click the Forms tab.
3. Click the Create New button to create a new form. The Create Form page appears.
4. Under Form Information, in the Form Name textbox, enter Form Name.
5. Enter a description of the form in the Description text box. 
6. In Serial No, enter a serial number.
7. Under Upload Form Template, click Add Attachment icon. Select the file from your local directory. After upload, the filename displays as follows

8. Under Form Category, select the company policy category from the drop-down list.

9. Under Release, select the Release to employee self service portal check box.
10. Select the appropriate batch of employees from the Employee Filter drop-down list. 
11. Click Submit to release it to the employees. A success message appears.
    Note: Employees can now log in to the employee self-service portal and view the released forms under Documents.

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Related Links:

Video: To watch the video on Company Policies & Forms, click here.

FAQs: To read more FAQs about Company Policies & Forms, click here.

Documentation: To learn more about Company Policies & Forms page, click here.

Product Update: To read about the product update, click here.