Creating a Journey Form for Existing Staff

Should you wish to send forms to your existing staff, you need to set up first the asset form. Follow the steps here:

Step 1: Go to Settings.

Step 2: Under the Record Setup Tab, select Employment Self-Service.

Step 3: Click the Create button.

Step 4: Create form pop-up will appear. The default form type is Asset. Select Journey. Then click the Create button.

Step 5: You will see on your screen the Add Journey Page.

Provide a Name to your form.

Select Default User Verifier (For Existing People in Comply).

Step 6: Under the Forms at the bottom section, you may now add the other forms to be included. Click the plus sign.

Select the Form Type and Form.

Note: These forms must be created first before doing the Journey Form.

You may add more forms, for example Immunisation Form, simply click the plus sign to do so. Choose the Form Type and form.

Step 7: Press Submit once done.