browse
Fareclock Forms can be used to create interactive training experiences for your workforce. Whether you're onboarding new employees, delivering safety briefings, sharing company policies, or conducting compliance training, Forms allow you to combine training materials, acknowledgements, signatures, and quizzes into a single workflow.
By using Forms for training, you can centralize training records, track participation, and maintain documentation that workers have reviewed important information.
What Can You Include in a Training Form?
A training form can include:
- Training videos
- Employee acknowledgements
- Electronic signatures
- Knowledge checks or quizzes
- Additional form fields for collecting responses and feedback
This allows organizations to build complete training workflows that are easy for workers to complete and easy for administrators to manage.
Step 1: Go to Manage > Forms.
Step 2: To create a new one, click the "Add Form" button in the top right corner.
Step 3: Enter the name of the Form.
Examples:
- Workplace Safety Training
- New Employee Orientation
- Company Policy Acknowledgement
- Equipment Operation Training
- Health and Safety Induction
Once created, you can begin adding training content and form fields.
Step 4: Save the form after naming it.
Step 5: After saving, you can manage or modify the form settings from this section.
Here, you can define the display conditions (e.g., onboarding, start shift, end shift) and configure form limitations (such as limiting entries per user or resetting the user entry limit).
1. Onboarding – The form appears during the worker’s initial setup or first use of the app, ideal for collecting basic information.
2. Start Shift – The form shows up when a worker clocks in, perfect for pre-shift checklists or safety confirmations.
3. End Shift – The form displays when clocking out, useful for end-of-day reports or equipment condition checks.
4. Transfer In – The form appears when a worker transfers into a new job, allowing site-specific updates or handover notes.
5. Transfer Out – The form displays when a worker transfers out of a job, ideal for logging final notes or condition reports.
6. On Shift – The form can be accessed anytime during an active shift, great for mid-shift reports or incident logs.
7. Not On Shift – The form is available when the worker is off-shift.
8. Multiple per Shift – Allows the same form to be submitted more than once in a single shift, handy for tasks that need repeated entries such as deliveries or maintenance logs.
1. Limit Entries per User – Sets how many times a worker can submit a specific form to prevent duplicate or excessive entries.
2. Reset User Entry Limit – Automatically resets the entry count after a set time period, allowing workers to submit the form again when needed.
Step 6: You can now add fields to your form.
Step 7: Select a ‘Description’ field.
Step 8: Insert one or more training videos.
Fareclock supports embedded videos from the following platforms:
- YouTube
- Vimeo
- Google Drive
Step 9: Simply paste the video URL.
After workers review the training material, you may want them to confirm they have completed the training.
A common approach is to add a checkbox field such as:
"I have watched and understood the training video."
This provides a simple acknowledgement that the worker has reviewed the information presented.
For training programs that require formal confirmation, you can also add a Signature field.
The signature becomes part of the submitted form record for future reference.
If you want to verify understanding, you can include additional form fields to create a simple quiz.
Examples include:
Short Answer Questions
- What should you do before operating equipment?
Dropdown Questions
- What should be worn when entering a construction site?
While Forms are an excellent solution for video-based training and acknowledgements, they can also be used for many other business processes, including:
- Safety inspections
- Incident reports
- Employee onboarding
- Site audits
- Equipment inspections
- Daily checklists
- Compliance documentation
- Surveys and feedback forms
The flexibility of Forms allows businesses to adapt them to a wide variety of workforce management and data collection needs.
Time Clock
Accessing Forms on the Timeclock App
Please note that the Timeclock app may automatically prompt users to fill out forms during setup or when clocking IN/OUT, depending on the display conditions set by the administrator.
Users can also:
- View available forms on the dedicated Forms screen under the Actions tab.
- Check their submission history to review completed or in-progress forms.
Attaching Forms
1. Health & Safety Policy - You can attach forms to your Health & Safety Policy to collect important worker information or confirmations directly related to safety guidelines and compliance.
2. Schedule Event
3. Shift Class
4. Job
Learn More
This article focuses on using Forms for employee training and acknowledgements.
To learn more about creating and configuring Forms for additional use cases, please refer to the general Forms Setup help article.
Comments
0 comments
Article is closed for comments.