Getting started with Robinform
Instructions for common workflows you'll use with Robinform
As you get started with Robinform, these are the most common workflows you will need to use:
Create forms for new employees
Monitor and follow up on incomplete forms
Re-send forms to returning employees (i.e. substitute teachers)
Sign incoming forms
Add applicants from the dashboard
Step one: Select the “+ create” button from the top navigation
Step two: Enter the required information about the employee and select the form(s) you want to create for them
Step three: An email will be sent automatically to the employee with instructions to complete the forms you have sent.
Update/edit information on the employee or past-employer record
For employees:
Click on the employee’s name and select “Open”
You can update the email address, name, substitute status, or any other details from here
For employers:
Select the employer’s name and select the “Open” button
You can update the website, email address, phone number, and fax number on the employer record. From here you can also make “district-wide” updates, which will change the contact email on any outstanding forms sent to that past employer
Follow up on incomplete forms
By past employer:
Robinform will automatically send an email reminder to past employers three times. These will all show up in the log on the right hand side.
You can also manually send additional follow-ups as needed. Tip: Monitor the forms under the “no activity” tab to determine if you want to send manual follow-ups.
There are several options to follow-up:
Email:
This is the default way we follow-up with districts, automatically. An email is sent reminding them to sign the form. You can send additional emails, once the automated emails have completed.
After-hours voicemail:
We will schedule an automated voicemail that inform the district that a form has been sent by email and needs to be signed. Your contact information will be included so they can return the call if any questions come up
Fax:
You can fax the form to the employer, if they are not responding via email
Here is a short video showing how to navigate to an employer’s record and where to find these follow-up options (p.s. there is no sound, don’t worry your speakers are working just fine!)
Re-send forms to employees
When an employee returns to work for you, or you’re re-sending forms to return substitute teachers at the beginning of a school year, you can easily re-send forms.
Step one: Search for the employee by name
Step two: Select “re-open”
The employee will get an email instructing them to fill out the forms.
Need help with other workflows?
If you have questions about workflows not covered in this guide, reach out to help@robinform.com