Intake Forms

Process employee requests quicker with intake forms

How Intake Forms Work

Intake forms make it quicker to process and track employee requests. Forms can be a way to process employee termination, employee promotions, and maternity leaves and more. They can be sent to employees in a ticket, or displayed in their knowledge base.

Creating and Sending a Form

Go to Intakes > Create/Edit Forms to create a new intake form, or to edit an existing form.

Go to Intakes > Send Form to send a form to an employee via Slack, email, or display it in their Knowledge Base's suggested resources.

Viewing Form Submissions

Go to Intakes to view table of form responses. You can discuss the form submission with the submitting employee by turning the intake submission into a ticket.

Make Form Submission into a Ticket

Go to Intakes > Open the form > click Create Ticket. By creating a ticket for the form response, you will be able to chat with the submitting employee about it and resolve the ticket.