This feature is available for users on the Tanda HR plan.
Setting Form Notifications
To set or edit Form notifications, click the Edit button on the right of the Form Template and navigate to the Setup tab.
From there, you are able to define which positions in the account should receive notifications that a form has been submitted.
Anytime a form generated from this template is submitted by a user, Tanda will send both an email and a push notification (via the mobile app) to any users with the chosen position/s set for notification upon submission of the form.
How Form Approval Workflows Behave
You can set up Approval Workflows by clicking the Edit button on the right of the Form Template and navigating to the Approval Processes tab.
From there, you can set up who requires their form to be approved and who can approve the form. This can be configured using teams, locations, and/or positions.
Form templates can have multiple workflows to handle the requirements in your organisation's structure around what roles should be approving forms submitted by differing groups of employees.
In the below example, we have a "Brisbane VM Approval" workflow for a form set up. This configuration means that any staff in the Brisbane location will require the form to be approved by someone with the Venue Manager position.
Upon submission, the approver/s will be notified via email and push notification (via the mobile app) that a form has been submitted and requires approval.
Approvers will be given an opportunity to add notes/comments when approving/declining forms.
Upon being approved/declined, the user who submitted the form will be notified via email and push notification (via the mobile app).
The status of forms will also be shown and change depending on their outcome:
Submitted - this status is for forms that have no approval workflow set against them.
Pending Approval - forms that have an approval workflow, have been submitted, but are yet to be approved.
Approved - forms that have an approval workflow, have been submitted and then approved.
Declined - forms that have an approval workflow, have been submitted and then declined.