Complete a form

To complete a form such as an exit interview or leavers' checklist for an employee who works for you:

  1. Sign in to Staffology HR.

  2. Go to Directories.

  3. Select Employee or any other relevant tab.

  4. Choose View Group.

  5. Select the required employee's record and choose Edit.

    You can also select the edit icon that is displayed on the employee's record.

  6. The employee's record opens. Select the Forms tab.

  7. A list of available forms displays.

  8. Select the form you want to update and choose Create New.

    The Create New option in the Forms tab.

  9. Complete the fields shown on the screen.

  10. Choose Save.