How to Create and Send Staff forms

1. Customize the staff fields first 0:00

• Go to Staff.

• Open Settings.

• Select Customize Staff Fields.

• Add the questions or information you want to collect from staff.

• These custom fields will determine what information can be included in the staff form.

2. Create a new staff form 0:33

• Go to Enrollment.

• Click Forms.

• Select New Form.

• Choose New Staff Form to start building the form.

3. Add and manage questions in the form 0:51

• Add the questions you want on the form.

• If you create a question that is not tied to a custom staff field, it will not be recorded in Daily Connect.

• Questions marked with the green icon are the ones that will be saved into Daily Connect.

• You can also include other questions that are only for reference and do not need to be stored in the system.

4. Share the form with staff 1:20

• Once the form is ready, share it with staff by email or text.

• You can also send it directly to current staff from the system.

5. Send to existing staff if needed 1:42

• Choose the option to send the form to existing staff.

• Select the staff members who should receive it.

• Send the form to complete the process.

6. Register New Staff or Add to a current Staff

• Once the form is submitted, you will receive a notification.

• Go to the enrolling tab and click on the 3 dots in the form.

• Select the option you want.

  
  

If you have any questions or need assistance, please contact us via email at support@dailyconnect.com.