News / Post

New Feature - Custom Forms

April 2020

Custom Forms News-1

PlanIt’s newest feature gives administrators the ability to create their own forms and accept submissions from their employees. This allows you to move any paper form or perhaps a form from another system into PlanIt.  With Custom Forms, you can use our approval process, send emails, set up workflows for individual form types, and run reports on the data.

Within these forms you can create your own custom dropdowns, checkboxes, free text fields, etc. This allows the creation of uniform requests, daily logs, or whatever else you need when it comes to forms. We believe this feature will help fulfill the goal of reducing paper forms and streamlining contact between employee and supervisor.