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DocumentationForms & requestsWeplanify forms: requests, reports and surveys

Publish a form and let employees know

In Weplanify, publish a form and let people know: notification, New card on the home screen, poster; then close it or reopen it whenever needed.

In Weplanify, a form stays a draft, seen by nobody, until it is published. The Sharing step sums everything up in the Ready to publish box.

The Sharing step of a draft: Let people know and, on the right, the Ready to publish box with the notification and the Publish and notify 119 people button
The Sharing step of a draft: Let people know and, on the right, the Ready to publish box with the notification and the Publish and notify 119 people button

Steps

  1. At the Sharing step, set who can answer and when.
  2. Under Let people know, keep or turn off Notify the employees concerned when publishing; the notification message can be edited on the right.
  3. Keep Feature on the home screen to show a "New" card at the top of the employee app, for 7, 14 or 30 days.
  4. For a site or for people without an account, turn on Display on site or Open to people without an account (public link and poster).
  5. Check the box, then click Publish and notify followed by the number of people (Publish without a notification). Keep as draft saves your settings without publishing.

Good to know

  • Close the form, at the Sharing step or when hovering the list, stops people from answering; answers remain available.
  • A closed form moves to the Closed tab; Reopen makes it available again.
  • Archive removes it from the list and from the app; the list's archive icon finds it again, with Restore.
  • The box points out people who do not have the app yet: they will see the form the next time they sign in.

Go further

Share a form through a public link or a posterIn Weplanify, open a form to people who have no account (day workers, subcontractors, clients) with a public link or a poster carrying a QR code.Choose who can answer a form, and whenIn Weplanify, a form's Sharing step sets who can answer it (everyone, some sites, some groups or some people) and during which period of time.Make a request or fill in a form on mobileIn Weplanify, employees make their requests from the app: an expense, an advance, a schedule change, a report or any other form, then follow them.Receive employees' HR requestsIn Weplanify, HR requests is a category of forms (equipment, certificate, working hours) that employees find in their Make a request screen.Make a request: leave, expense, advance or formIn Weplanify, the Make a request screen brings leave, expense claims, advances and forms together: find what you need and send your request.Run a survey or an evaluation with your employeesIn Weplanify, run a satisfaction survey or an evaluation with your teams, without any approval step, and read the results question by question.