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How to Create a Form Template

Creating a form template on Sprout HR is as simple as 1, 2, 3! 

Though before anything else, the user must have access to the Form Template module to be able to make use of this feature. For more details, you may revisit our article here: How to Enable the Form Template

Once that's out of the way, you can now begin creating your own template. Keep on reading to know more!

 Step 1:  Navigate to the Form Template module under the Maintenance menu.

Step 2:  Click on the “+ Add” button.

Step 3:  Provide details as desired.

  • Template Name
  • Body:
    • Text
    • Link
    • Logo
    • Employee Details tags
    • Salary Details tags
    • COE tags

Step 4: Click on the “Save Changes” button.

 

The template should be saved and you should be redirected back to the main page of the Form Template.

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