You can perform a basic or filtered search for HR forms and view your existing forms.


Go to HR Forms Library – Click Human Resources > HR Forms Library from your dashboard.




Basic Search

  1. Search by Name – Type the name of the form in the search box at the top.

  2. Click Search – Press the Search button to find the form by name.




Filtered Search

  1. Use + Add Filter to refine your search by:

    • Form Name

    • Form Status

    • Level of Ownership (Brokerage or Office)

    • Assigned Groups

  2. Click Apply when done adding Filters.

  3. Click Search