Deploying your form

When you have finished creating your form, deploy it using one or more of the following methods:

  • In WX (HCM forms): allow team members to access the form in the WX portal by applying the form to a policy.

  • Using Action Events (HCM forms): sends the form automatically when a specified trigger condition is met.

  • Sending forms manually (HCM forms): initiate the form manually using the Send Form option on the Team Member record.

  • In the Candidate portal (Recruit): allow candidates to access the form from within the candidate portal.

You can use the report builder in the HR Manager portal to report on information captured in your forms, using the Form object.