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 user submits a form generated from this template, 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.

Multiple users can be required to provide answers in a single form before it is finalised. This is commonly used in onboarding or offboarding forms, where input from different users is often required to ensure all necessary steps are completed.

This can be achieved through the Advanced Answering Options in each form question. This allows you to configure form questions to be filled out by managers of the assignee, certain positions and/or certain teams.

The example below is a sample of an Offboarding form that requires input from multiple users in the organisation:

1. A user who manages the employee must provide a brief review of the employee's work ethic & behaviour:

Note: Selecting 'A manager of the assigned user will answer the question' will assign the form to all users that manage this employee, however only one answer will be required and collected. If multiple managers are assigned, they will all have access to fill, edit or delete the content in this answer.

2. The HR Advisor is required to confirm if the cessation was previously authorised:

3. The Head Chef is required to confirm if the employee's uniform has been returned:

With these questions configured, 3 users must all provide input before the form can be completed.

All users who can answer a question will be assigned to, and can fill out, the form in the app under their profile > Forms, or on the web under HR > Forms > My Forms.

If the employee themselves cannot answer any questions, they will not see that this form has been assigned to them.

Users will only be able to answer the questions they are eligible for:

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.

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.

To set up a single stage of approval (form is submitted, any applicable users can approve it straight away), click + Add Approval Process in the top right.

Select which staff need their form to be approved, and choose who can approve the form.

In the example below, there is a "Brisbane VM Approval" workflow for a form set up. This configuration means that any staff in the selected 3 teams will require the form to be approved by someone with the Venue Manager position.

Multi-Stage Approval allows the form to be approved at different stages in sequence. For example, Stage 1 might require team manager approval, then Stage 2 requires department manager approval.

If any approver declines the form at any stage, the form is immediately marked as declined and won't progress any further.

To set up multi-stage approval, open the dropdown to the right of the + Add Approval Process button and select Add Multi-Stage Approval Process:

From there, determine which groups of staff should be able to approve the form at different stages. To add a new stage of approval, click the + Add Stage button on the right, and choose whether certain positions, teams, or a combination of both can approve the form at that stage.

The stages progress in descending order. In the below example, when anyone submits the form, it must first be approved by a Venue Manager, before then requiring approval from an Operations Manager:

You can also add multiple groups of staff in the one Stage. This means that one member from each approval group must approve the form before it can progress to the next stage.

To do this, click + Add Approval and add the additional group:

You can see an overview of who the form was approved by/when it was approved under the Form Information section.

If the form is still requiring approval from some groups, they will remain blue, whereas the groups that have approved it will show green:

Upon submission, the approver/s will be notified via email and/or 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: