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Tasks & Forms

Keep employee paperwork and follow-up tasks moving.

Operational teams need employees ready to work, not searching for paperwork. AppyShift helps organize reusable task templates, custom PDF forms, and company information alongside the workforce workflow.

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How it works

A straightforward workflow designed to keep managers and employees moving through the same current information.

1

Prepare required items

Set the forms, policies, and information employees need to complete.

2

Assign tasks

Guide employees through the necessary tasks at hire or any later workflow.

3

Track completion

Review progress and missing actions before work continues.

4

Move into operations

Connect employees to schedules, communication, and day-to-day workflows.

Related free resources

Start with a useful process, then put it into practice in AppyShift.

Free template

Employee Availability Form Template

Use the weekly form to record an effective date range, available hours, and shift preferences, then share or export a copy for your manager.

Read resource →

Common questions

Can employee tasks include documents?

Yes. Company documents, custom PDF forms, and assigned tasks can support employee setup workflows.

Are employee tasks connected to scheduling?

AppyShift is designed to keep employee records and operational scheduling in the same platform workflow.

Explore employee tasks & forms for your team.

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