How do I send forms to a new starter?

To send starter forms to a new starter you'll need to do this via the app.

On the app homepage you'll see a button at the top of the box "Send Starter Forms".
Clicking this button will take you to another page where you'll be able to fill out some simple details
we'll need to send the forms to your new starter.

Once the form is filled out click the "Send starter forms" button at the bottom of the form
and we'll email them their forms.

How can I export a starter's data?

To export starter data you can head to their page inside of the app. You will then see an "Export Starter" button.

Clicking this button will open a dropdown menu with a list of different data formats you can export the data in.

Click the data format you want and a ZIP file will be generated with the data inside of it.

You can download the data in the following formats:

  • XML
  • JSON
  • CSV

Can I resend the forms?

You can copy a link to the forms for a new starter.
This link can be sent to them so that they can access the forms to fill out.

To do this you'll find on the right handside of the starter list a button with 3 vertical dots.
If you click this you'll get a dropdown menu with an item in there "Copy Link".

Click it, the link will now be in your clipboard ready to be pasted where you need to.

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