Introduction

Home Forms in WorkPal provide a centralised way to manage important documents and templates that are not tied to a single job. These forms are stored in your Form Library and can be accessed across multiple jobs whenever required.

Setting up Home Forms allows your team to quickly access standardised documents, helping to maintain consistency, comply with regulations, and improve efficiency in daily operations. Common examples include absence request forms, health and safety checklists, and other company-wide forms.

How to Add Home Forms

On Mobile or Tablet:

  1. Open the WorkPal App – Launch the app on your mobile device or tablet.

  2. Select the Forms Tile – Tap the tile labelled “Forms” to access your form options.

  3. Choose a Form – Select the Home Form you wish to add.

  4. Complete the Form – Fill out all required fields and submit the form.

On Desktop:

  1. Open WorkPal – Navigate to the desktop version and log in.

  2. Access the Forms Tile – Click the “Forms” tile to open your Form Library.

  3. Use Filters to Find Forms – Use the dropdown filters to select the type of form you need.

  4. View or Share the Form – Forms can be viewed as PDFs or emailed directly as required.

By following these steps, your team will be able to efficiently manage Home Forms, ensuring important documents are always accessible, consistent, and easy to share across the organisation.