Tasty Bites 22: Getting the most from Forms

In this Tasty Bites session, we explore how HR Admins can get the best out of Cezanne’s Forms functionality. The video covers everything from the basics of setting up Forms to best practices for managing and optimising them across your organisation.

You'll learn how to:

• Create and edit Forms easily
• Set up approval workflows
• Manage visibility and permissions
• Use Forms for a wide range of processes

Questions Answered in this Tasty Bites video:

How do I embed tables into forms?

You can create the table in Microsoft Word. Once created, simply copy and paste into your form.

Can I automate key data from existing employee record?

The key data such as name, current employment and deployment can be found in the report for the form, it's not currently possible to bring data from the record on to the form.