Who it’s for: Administrators
Platform: Forms, Sense Automate, and supported Sense Workplace products
Available on: Early Adopter Beta Programme / Active Sense Forms Licence
Overview
Where business functions take form.
Every business function is made up of people, information, decisions, transactions, and interactions. Forms brings these elements together, giving them shape through a single, guided experience that’s intuitive to build, simple to complete, and consistent across the Sense Workplace platform.
Whether you’re collecting information, guiding someone through a business process, requesting approvals, or delivering an interactive experience, Forms provides a consistent way for people to engage with your organisation’s business functions.
Each experience can bring together information, automation, approvals, features, and capabilities from across the Sense Workplace ecosystem, while presenting users with a single, focused experience that’s tailored to the task they’re completing.
Forms transforms business functions into business experiences.
What is Forms?
Forms is a product within the Sense Workplace platform for building and delivering interactive business experiences.
Unlike a traditional online form, a Forms experience can guide someone through an entire process—from capturing information and validating responses to requesting approvals, updating records, generating documents, and interacting with other parts of the platform.
The person completing the experience sees a single guided journey, while Forms coordinates the interaction with the wider Sense Workplace ecosystem.
A Forms session might be:
a questionnaire
a survey or poll
a business request
a weekly timesheet
an onboarding journey
an approval process
a document acknowledgement
a live, interactive presentation
an app-like experience
a prototype for a new business process
Each experience is designed around the business function it supports, so no two Forms sessions need to look or behave the same.
🖊️ Note: The experiences available to your organisation depend on what has been created and deployed by your administrators.
One workspace. One experience.
Business functions often span multiple people, products, systems, approvals, and data sources.
Forms brings these elements together into a single guided experience.
Depending on the business function, a Forms experience can:
display information
collect information
update and create records
request approvals
generate documents
notify users
exchange information with other products and connected systems
Rather than asking people to move between products or screens, Forms presents the right information and actions at the right time, helping them focus on completing the task.
Working with the Sense Workplace ecosystem
Forms brings together capabilities from across the Sense Workplace platform to create connected business experiences.
Exactly which products are involved depends on the business function being delivered.
An individual experience may interact with products such as:
Product | How Forms can work with it |
Sense HR | Display employee information, capture updates, and create or update records across multiple areas of the platform as part of a single experience. |
Sense Mobile | Deliver Forms experiences and micro apps on mobile devices, allowing people to complete tasks wherever they are. |
Sense Presence | Bring together location awareness, tasks, environmental information, and workplace activity as part of an interactive experience. |
Sense ATS | Support recruitment and hiring experiences, such as candidate applications, approvals, and onboarding journeys. |
Sense AI (AMI) | Analyse information, provide assistance, generate insights, or support decision-making during an experience. |
Sense Portal | Support administration of the Sense Workplace ecosystem, including product access, user management, security, billing, and other platform administration tasks. |
Sense Automate | Power Forms experiences with workflow logic, approvals, notifications, integrations, scheduled processes, and business rules where required. |
Not every Forms experience uses every product. Depending on the business function being delivered, Forms can bring together one or many parts of the Sense Workplace platform into a single, connected experience.
Forms sessions
Every task completed in Forms is called a session.
A session is a live Forms experience created for a person or group of people. It exists for the duration of the task, while the information it captures can be used or stored elsewhere across the Sense Workplace platform.
For example, a session might be:
Complete a Weekly Timesheet
Buy or Sell Holidays
Complete an employee survey
Complete an onboarding journey
Participate in a live, interactive, collaborative workshop or brainstorming session
Depending on the experience, users may be able to:
complete it immediately
save their progress and return later
submit it for approval
receive updates as it progresses
Access Forms
Users access Forms from the Product Switcher.
To open Forms:
Click the Product Switcher.
Click Forms.
Click Inbox.
The Inbox displays the Forms sessions currently assigned to that user.
Some experiences may also be opened directly from an invitation email or notification.
Current Forms Experiences
Today, many Forms experiences are delivered through configurable workflows installed from the Sense Automate Workflow Hub.
These experiences combine Forms with workflow logic, business rules, approvals, and integrations to deliver complete business processes.
Current examples include:
Weekly Timesheet
Buy/Sell Holidays
Poll Surveys
As additional experiences become available, they’ll appear in Forms alongside existing sessions, providing users with a familiar and consistent experience.
Why use Forms?
Forms isn’t just about digitising business processes. It gives you the power to shape how people experience them.
By bringing together people, information, decisions, and platform capabilities into one guided experience, Forms makes business functions easier to complete, easier to maintain, and consistent across the Sense Workplace platform.
Summary
Forms is a workspace for building and delivering business experiences across the Sense Workplace platform.
It transforms business functions into guided digital experiences that help people complete tasks, share information, make decisions, and participate in business processes through a consistent, intuitive interface.
Whether an experience is simple or complex, Forms brings together the people, information, and platform capabilities needed to complete it.