Set up the accesses on forms.
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Select .
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Go to .
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Open the folder of your choice.
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Click on the Access column for the form of your choice.
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When creating a new form, you can set up the access in the and Access.
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In the Access pop-up window, you can add roles to the selected form.
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The building icon: Allow role to access the form in all cases.
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The gear icon: Customize the access for a user with the assigned role to match a specific criterion.
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The person icon: The form will only be available for the employee, candidate, or onboarding profile.
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The bin icon: Allows you to delete the access for the role.
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Click on the Lock icon if you wish to set up specific accesses for the different parts of the form.
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In the tab, you can define which elements are optional: (unlocked lock ) mandatory (lock), read-only (eye) or hidden (eye with a slash).
Note
The correct access to create, edit, or delete forms for employee, candidate, or onboarding profiles should also be enabled.
Making the template available in specific Emply People
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Repeat the first four steps listed above.
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Select which area the form should be available in and click to confirm.
The areas relate to the Emply People area the selected form should be available in:
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Candidates: Available for candidate profiles.
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Onboarding: Available for onboarding profiles.
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Employees: Available for employee profiles.
Note
You can also set access for forms on a specific role by navigating to +, opening the correct role, typing in the name, and saving. This will set up access under the tab .