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8.2. Target a Custom Form

Custom forms are installed and configured by an EOS Administrator according to the specifications provided by your company. If the custom form should be configured differently, you can ask your EOS provider to make the changes for you. 

Most custom forms are completed by all new hires or all employees. However, if the form only applies to some of the people in your company, it can be targeted (or assigned) to one or more specific organizations within the company. 

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  1. Go to the Custom Forms tab.
  2. Select a form by clicking on it.
  3. Under the "Target Criteria" section, click on the "New" button.
  4. Enter a name.
  5. Uncheck the "Target Custom Form to all employees" box.
  6. Select the organization levels to which the custom form applies to.
  7. Click the "Save" button.
  8. Review all of the Target Criteria and delete any that no longer apply. 

 

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