How to add a new HR Form

Update Tables

Create new object table

• Use naming convention "form_[form name]"

• Put in alphabet order A -> Z

  • form_30_day

  • form_time_attendance

Update "form_management" object table

• Add Form Name choice

  • Ex. HR wants to add a new policy acknowledgement

    

• Add Count for new form

  • ex. # AVL Procedures

Add new record

• Category:

  • Benefits

  • New Hire Onboarding

  • Policy Acknowledgement

  • Performance Management

  • Evaluations

• Form Name:

• Create Date

• Created By

Update HR Form Management table

• Builder Page: https://builder.knack.com/atd/hr/pages/scene_36

• Add new "Count field" to table, rename to "# form name"

  • ex. # AVL Procedures

• Add display rule for count field

  • ex. # AVL Procedures - higher than 0 - set background color #80d07e

• Update display rule Remove field

  • ex. # AVL Procedures - higher than 0 - Hide Value

Create stand alone form

• Create Acknowledge Form

• Reference

  • ex. New AVL Procedure form - Builder Page - https://builder.knack.com/atd/hr/pages/scene_322

• Page Layout

  • Menu

    • Title:

      • Transportation and Public Works Department - Acknowledgment of [Automatic Vehicle Location] Procedure

    • Description:

      • <h3>Employee Acknowledgment</h3>

        • <ul><li>I have read and have been informed about the content, requirements, and expectations of the Austin Transportation and Public Works Automatic Vehicle Location Procedure.</li></ul>

  • New Page for procedure

    • the page where you create the procedure

    • Reference

      • ex. New AVL Procedure - Builder Page - https://builder.knack.com/atd/hr/pages/scene_324

  • Rich Text

    • I agree to the procedure. If I have questions regarding requirements, I will consult with my Supervisor or TPW Human Resources.

  • Add Form

    • Redirect to "My Forms" upon submission

Add button to "Forms>My Forms"

• Update "Menu- Staff"

  • New page (button)

• Add New Acknowledgement Procedure table

  • ex. https://builder.knack.com/atd/hr/pages/scene_75