Need an employee to complete an online form? QuickTask makes it easy! Even better, our Form Builder can automatically detect fields from an uploaded PDF, saving you the hassle of manual entry.


Unlike some QuickTasks, sending a form involves a few steps:

  1. Task Info – Set up the basics.
  2. Form Builder – Customize your form.
  3. Preview & Send – Make sure everything looks good before launching the task.


Let’s walk through the process step by step.

Understanding Target vs. Assignee

Before setting up the task, it's important to understand the difference between a Target and an Assignee:

  • Target – The person the task is about
  • Assignee – The person responsible for completing the task


Examples:

  • If you're sending a handbook to a new hire, they are both the target and the assignee because they need to receive and acknowledge it.
  • If you're sending a performance review document to a manager about an employee, the employee is the target, but the manager is the assignee.

Navigate to QuickTask

  • From your dashboard, go to QuickTask.
  • Select Send a Form from the task options.QuickTask Menu


Step 1: Task Info Section

Choose the Target (Who the Form is About)

  • In the "Choose an Employee/New Hire"field, select the person the document applies to.


    select target
  • If the person isn’t listed, click Add a New Person to create a new employee profile on the spot.Add a New Person
  • A pop-up will appear where you can Create New Employee without leaving the Task page.Create New Employee


Name the Task

  • Enter a clear, descriptive name for the task (e.g., "Direct Deposit Form").
  • This name will be visible to the assignee.
    Add Task Name

Add a Task Description

  • Provide specific instructions for the Assignee.
  • Example: “Your paycheck can be deposited directly into your bank account. Please have your account number and bank routing number available before you start this task.”Add Task Description

Assign the Task

  • Choose the Assignee (the person responsible for completing the task).
  • In most cases, the Target and Assignee will be the same.Add Assignee

Set a Due Date

  • Select the date the task should be completed by to ensure timely completion.

Set a due date

Signature Requirement (Optional)

  • If a signature is needed, you can enable it.
  • The signature will be recorded along with the employee’s email, date, and IP address.






is a signature required?

Set Document Permissions (Optional)

  • Restrict access to sensitive documents by selecting “Restrict view of completed document to Admins only.”
  • This is recommended for payroll and tax documents and will be pre-selected in the Forms Task Builder.

Permission optionsAdd a Disclosure Statement (Optional)

  • If the document requires a disclosure statement, you can add it here.
  • This is commonly used for legal acknowledgments and policy agreements.Add a Disclosure Statement?

Check over your work and click on Next: Form Builder

Step 2: Form Builder Section


Now it’s time to create the form! You have two options:

Options for creating your forms

Option 1: Convert an Existing PDF (Recommended for Quick Setup)

  • Upload your PDF (drag and drop or click to select).

upload your PDF

  • Click Convert Form.

click Convert Form

  • The system will analyze your document and detect form fields. This may take a moment, but it’s much faster than manually adding fields.


Option 2: Build Your Own Form (For Custom Layouts)


You can add form fields manually. Use this option if you want full control over the layout and formatting.




Available Field Types are:

  • Short Answer
  • Checkboxes (Multiple Select)
  • Dropdown (Multiple Select)
  • Radio Buttons (Single Select)
  • Dropdown (Single Select)
  • Section Divider

You can also Auto-fill with Specific Types of Data. Please check the dropdown menu to see what's available, but types include such things as:

  • Compensation Type
  • Employment Type
  • Full Legal Name
  • Full Name
  • Job Title
  • Last Name
  • Legal First Name
  • Pay Period
  • Personal Email
  • Phone
  • Preferred First Name
  • Salary Amount
  • Start Date
  • Status
  • Work Email


  • If a field is required, make sure you check the box to indicate it cannot be skipped. 
  • Drag and drop fields to adjust their order in the Feilds List area.
  • Once all of that information has been inputted, please click Add to Field List.

Step 3: Preview & Start the Task

  • Compare your newly created online form with your original PDF to ensure everything is correct.
     
  • Check again, just to make sure it's exactly as you wish.
  • If you need changes, click Back to edit.
  • If everything looks good, click Start Task to send it out!

Need Help?

That’s all there is to it! If you have any questions or run into any issues, our Support Team is happy to help. Just reach out, and we’ll get you sorted.