Automation

Overview

• Engagement Overview
• Getting the Most from Form Designs
• Form Designs and Workflows

Form Designs

• Creating and Duplicating Form Designs
• Adding Fields to a Form Design
• Using HTML fields to Insert Images, Videos, Tables and Callouts to your Form Design
• How to Upload/Download Files from Forms
• Adding a Form Item to the Library
• Side-By-Side Forms

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Pulses

• Creating and Editing Pulses

Anonymous Forms

• What are Anonymous Forms (at intelliHR)?
• Creating Anonymous Surveys
• Creating and Editing Anonymous Pulses
• Anonymous Survey Analytics
• Anonymous Forms FAQs

Workflows

• Managing Workflows
• Manage workflow triggers and manually trigger workflows in Humanforce HR

Dashboard Action Tiles

• Dashboard Action Tiles Overview
• Manage Dashboard Action Tiles
• Control dashboard action tile visibility

Event Notifications

• Overview: Event Notifications
• Overview: Event notification variables
• Create and configure event notifications in Humanforce HR
• Edit or update event notification settings in Humanforce HR
• Event notifications for upcoming qualification expiry dates
• Event notifications for upcoming qualification expiry dates

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Email Templates

• Humanforce HR Email Templates
• Previewing and Editing Email Templates