The Forms Manager allows you to create Forms your employees can complete when clocking in, out, or through the Library on ExakTime Mobile. Creating a form can be daunting with various options, so we have documented the steps to creating a common Form below to give you an idea of how they can be made and used based on our previous standard offerings.
You can also use our Form Wizard for a streamlined experience to get familiar with creating a form.
After creating your form, you can refer to our dedicated article that details other page elements and options for creating forms.
- Go to Tools and click Forms Manager.
- Click Add Form from the side navigation or the Add Form button.
End of Day Form
One Form that may be useful for your company is a form that asks your employees if they were injured while working and if they had taken their allotted meals/breaks for the day.
- Enter a name for the form such as 'End of Day' and specify that the form is for 'Clock Out'.
- Enter a page name for the first page such as 'Injuries'. This will be the header for the page.
- Add a 'Button Group' page element so your employees can answer with a quick Yes or No question.
- Complete the page element with the suggested below text and click Add Element:
- Enter the short question text for the element. This will be used for the column header if the response is shown as a column on 'Time Card Details'.
- Enter the question text that will be presented to the employee.
- Enter the 'Yes' and 'No' buttons.
- Click Save Page.
- Click Add New Page.
- Enter a page name such as 'Meals and Breaks'. This will be the header of the page.
- Add a 'Button Group' page element so your employees can answer with a quick Yes or No question.
- Complete the page element with the suggested below and click Add Element:
- Enter a short question text for the element. This will be used for the column header if the response is shown as a column on 'Time Card Details'.
- Enter the question text that will be presented to the employee.
- Enter the 'Yes' and 'No' buttons.
- Click Save Page.
- Click Add New Page.
- Enter a page name such as 'Confirmation'. This will be the header of the page.
- Add a 'Signature' page element so your employees can provide a signature.
- Complete the page element with the suggested below and click Add Element:
- Enter a short question text for the element. This will be used for the column header if the response is shown as a column on 'Time Card Details'.
- Enter the question text that will be presented to the employee.
- Click Save Page.
- Click Save & Continue or Save & Finish as needed.
- After the Form has been made, you must assign it to your employee(s) and make it active for your employees to see in ExakTime Mobile.