Overview

Punch forms are custom questionnaires that employees complete during the punch-in and punch-out process. Use them to collect shift-relevant information such as safety acknowledgments, daily notes, equipment usage, or any other data your organization requires at the start or end of a shift.

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PERMISSIONS

You may view the Punch forms page if you have the View "Safety" tab permission enabled for your role in Administration () > Role Permissions > Administration.

Forms are built using a visual editor organized into four sections:

• Design, where you add and configure form fields (see Design forms);
• Logic, where you define conditional rules that control form behavior (see Define form logic);
• Preview, where you test the form before deployment (see Preview forms);
• Translate, where you create localized versions for employees in different languages (see Translate forms).

The Punch forms page displays a version history of all forms created for your organization. Each row in the table represents a form version and shows its version number, activation date, a link to preview or edit the form, its current status, and available actions.

Form statuses

At any given time, only one form version can be active per punch action. When you activate a new form version, the previously active version is automatically archived. This ensures employees always see the most current form. Versions can have one of the following statuses:

• Draft: The form has been created but not yet activated. Draft forms can be edited and previewed before going live.
• Active: The form is currently displayed to employees during the punch process.
• Archived: A previous version that has been superseded by a newer active form. Archived forms can be previewed but not edited.

Punch-in and punch-out forms

The PUNCH IN and PUNCH OUT toggles at the top of the page control which punch actions have an active form assigned. You can enable a form for punch-in only, punch-out only, or both independently.

Create a new form

Select CREATE FORM to open the form creator and begin building a new form version from scratch. The form creator opens on the Designer tab where you can start adding fields immediately. The new version is saved as a draft until you are ready to activate it.

Copy an archived form

To reuse an existing form version as a starting point, click the copy icon in the Actions column of any archived or active form. This creates a new draft version with the same fields and settings, which you can then edit and activate when ready.

Activate a draft form

Once a draft form is ready, click Activate in the Actions column to make it the active version. The previously active form is automatically archived and the new version begins appearing to employees immediately.