Forms

Overview

As part of the HR management function, Core allows you to upload and maintain various HR-based official forms such as candidate evaluation forms, employment applications, termination forms, W4, etc. Owner or Admin user can provide and print forms and other stationery related to the HR function in the company. These forms are very important in getting and maintaining information about your employees. Click to watch this video on adding HR forms in Core.

There are various HR forms that can be uploaded to Core and used for your HR needs:

  • Employee Relation FormsWhen people are employed in a company, they are supposed to follow certain rules and policies based on their relations with other employees and the employer. These norms are recorded in the Employee Relation forms, which the employee must fill out. These forms usually include information about absence policy, working hours, discipline documentation, etc.

    Some of the Employee Relation forms are:

    • Absence Policy

    • Disability Policies

    • Discipline Documentation Form

    • Drug Testing Policy

    • Employee Time Record

    • Feedback

    • Telecommuting

    • Personal Reference Check

    • Progressive Discipline Policy

  • Hiring FormsWhen people are employed in a company and paid for the services provided by them, they must fill out certain forms in order to keep all the records. Some of the hiring forms are:

    • COBRA Coverage

    • Employment Eligibility Verification

    • Non-Compete Agreements

  • Payroll Withholding Forms: According to the United States income tax laws, employers are required to withhold a portion of each employee's income and pay it directly to the U.S. Internal Revenue Service (IRS). This 'withholding' acts as a prepayment of tax they owe at the end of the year as well as a direct payment of certain other taxes. The amount of a person's federal income tax withholding depends on several factors such as the taxpayer's marital status, number of children or dependents the taxpayer has, etc. Taxpayers get a tax refund if their withholding for the year is greater than the income tax actually owed. For this purpose the employee is made to fill certain Payroll Withholding forms such as:

    • Form A-4

    • Employee Withholding Exemption Certificate

    • Form W-4

    • Holiday Vacation Policy

    • Form M-4

    • Independent Contractor Agreements

    • Time Comparison Chart

  • Recruiting FormsWhen people are enrolled as workers' or employees in a company, they must fill out certain recruitment forms. These forms can include information about the employee's driving record, work experience, reference check, educational record, job requirements, job description, etc. Some of the recruitment forms include:

    • Job Applicant Interview Script

    • Applicant Rejection

    • Drug Testing Consent

    • Driving Record Check

    • Educational Record Check

    • Employment Application

    • Employment Reference Check

    • Job Analysis

    • Job Requirements

    • Overtime Policy

  • Termination Forms: On the discontinuation of employment or service, certain forms are to be filled and completed. These record information regarding employee's termination (for example, reasons that led to termination, conditions of termination, etc.). Some of the termination forms are:

    • Employment Reference Release

    • Sexual Harassment Policy

    • Form W-4VT

Basic Tasks

Add HR Forms

Download Forms

Advanced Tasks

Mark Screen as Favorite

Add HR Forms

Core allows you to add HR forms to the company file.

To add a new HR form, watch this video or follow these steps:

    1. Open the Forms screen from the side menu > Human Resources > Forms.

    1. Click Add New Form on the top-right.

    1. On the Add Documents dialog, select the relevant tab, depending on the type of attachment.

      • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.

      • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.

      • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.

      • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.

      • Box: To link files stored in your Box account, enter its Description and then browse for it.

      • Resource Library: To link company resources, select the resource from the library. This option is available with Core CRM subscription only.

    1. Click Add.

  1. Core pre-fills some of the information about the attached documents in the grid.

Download Forms

To view and download an HR form in Core, watch this video or follow these steps:

    1. Open the Forms screen from the side menu > Human Resources > Forms.

    1. Search for the form in the Filter box or select it from the list on the left.
    2. The selected form displays in the PDF viewer on the right. You can download or print the form from the PDF toolbar.
    3. Alternatively, click Actions > Download to download the form to the specified download location on your system.

 

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the HR Forms screen from the side menu > Human Resources > HR Forms.

    1. In the list view, click  on the top-right.

    2. You can access this screen from the side menu under Favorites.

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