The Tickets feature helps your team easily submit and resolve employee requests in one place. You can use it for IT hardware requests, HR documentation, perks and benefits requests, and more!

This article will walk you through setting up ticket forms as an HR team and submitting tickets as an employee.

HR teams can create forms for employees to submit their tickets. This feature helps automate manual tasks and provides a central place to manage these tickets.

HR teams can create ticket forms for employees to submit their tickets. To do so, follow these steps:

1. Go to Tickets in the sidebar and click Forms.

2. From the Forms view, click the + Add a new form button.

3. You can start a blank form from scratch or select a pre-made template for common tickets, such as a personal data change request, employee feedback, or an IT equipment request.

4. Enter a Title and Description for your form.

5. You can choose to enable employees to set the priority of their tickets.

6. You can also automatically assign new tickets from this form to a specific team member.

7. To add questions to your form, click the question type button at the bottom left. You can choose from various types of questions, including text, single-choice, multiple-choice, and file uploads.

8. Once done, click Publish to make the form available for your employees to fill out.

Once forms have been created, you can easily manage them from the Forms list.

1. Go to Tickets in the sidebar and select Forms.

2. You can edit, duplicate, preview, or delete forms using the buttons on the right side of the form’s card.

3. To temporarily stop a form from being used, toggle the Allow submissions switch off when editing the form.

4. You can also preview forms by clicking the Preview button.

Employees can submit tickets using the forms you’ve created. You can view and manage these tickets from the Tickets tab.

1. Go to Tickets in the sidebar.

2. You will see a pipeline view with three columns: Open, In progress, and Closed. You can also switch to a table view by clicking the toggle between Board and Table on the right.

3. To view a specific ticket, click on its card in the list. A dialogue will open with the ticket details.

4. In the ticket dialogue, you can communicate with the employee by leaving comments.

5. You can also change the ticket’s Status, Priority, or Assignee using the dropdown menus at the top of the dialogue.

Employees can use the feature to submit tickets through a dedicated interface or via the HR Assistant.

Follow these steps to open a new ticket:

1. In the sidebar, click Tickets to open the ticket view, or use the HR Assistant located at the bottom right of the screen.

2. Select a form from the list of available options.

3. Fill in the form and click Submit. You will receive a toast notification confirming your submission.

4. After submitting, you can view your ticket in the My Tickets tab. Clicking on the ticket card will open a dialogue where you can communicate with HR by leaving comments.