Custom forms help you document and track work-related information about employees, like dietary restrictions for company lunches, shirt size for uniforms or swag, company-issued equipment, licenses or certification IDs, and anything else you need to keep up with.
Forms can collect information using:
- Text fields for entering information
- Radio buttons and dropdown menus for multiple-choice selections
- Drop-down menus
- List items
Adding custom forms
In the HR tab, go to Manage Workers, then Custom Forms, and click Create New Form.
Give this form a name and description, and decide who can see it. Then add fields to this form for tracking things like shirt size, or equipment checkout.
Add as many fields as this form needs. Drag and drop to rearrange.
Note: OnPay administrators are able to see information from any custom forms you set up (like an employee’s favorite snack or t-shirt size), as well as any other compliance-related personnel items that are added to the profile. Please note that administrators cannot make changes to employee information or review any employee files within the Employee Directory. You can also hide the directory from employees.
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