Completing Forms as an Employee

⚡ Why Am I Receiving a Form?

You may be assigned a digital form to complete as part of your employment.

Depending on your situation, this can happen at different times:

• During onboarding, when you’re first setting up your account and joining as a new employee.
• After onboarding, as part of an update or request, either something you’ve initiated (like updating your tax details) or something your employer requires.

These forms may sometimes be referred to as an HR Task, but both refer to the same thing; something that requires your action. Such as filling in information (e.g., TD1 or W-2 forms), signing a document (e.g., a Social Media Policy), or reviewing and confirming that you’ve read something (e.g., an Employee Handbook).

📌 | Note: At this time, digital forms and tasks can only be completed using a desktop web browser. They are not currently available in the mobile Push Employee app.

💡 | Tip: You can still use the mobile app to: View documents uploaded to your account under My Files and access your pay stubs.

📋 Topics covered in this article:

• Accessing Your Assigned Forms
• Completing a Form
• Frequently Asked Questions

📚 Related articles:

• How To Login To Push On A Desktop As An Employee
• How To View/Upload Employee Files As An Employee On A Desktop
• How To Navigate Self-Onboarding As An Employee

Accessing Your Assigned Forms

To complete a digital form, it must first be assigned to you by your employer.

When a form (HR Task) is assigned, you’ll receive an email notification that something is ready for you to complete. You can also use the direct link in the email notification to open the form.

There are two ways to access your assigned form in your account:

• Through the My Tasks tab (where assigned tasks are listed).
• Through the My Files tab (where uploaded documents or forms are listed).

📌 | Note: This article is for active employees completing assigned forms or tasks after onboarding.  If you are currently setting up your account as a new employee, your forms will be completed as part of your onboarding process, which follows a different workflow.  Please refer to the onboarding guide for steps on completing forms during account setup.

Option 1: Accessing Forms Through My Tasks

This is the recommended place to check for any forms or tasks that are waiting for you to complete.

The My Tasks tab helps you stay organized by separating your tasks into Incomplete Tasks (things you still need to complete) and Completed Tasks (things you’ve already submitted).

Each task will also give you a bit of context, like the name, any instructions from your employer, the type of task (e.g. form or video), and whether it’s due by a certain date.

1. Log in to your account on a desktop browser.
2. Click the My Tasks tab.
3. Under Incomplete Tasks, select the name of the task.
4. The page will load the form for you to complete.
5. Review the steps in the section below for details on how to complete. 

Option 2: Accessing Forms Through My Files

You can also access forms through the My Files tab.

Think of this as your record of documents and forms tied to your profile. This may include things your employer has shared with you, as well as forms you’ve completed.

📌 | Note: Not all forms listed here are assigned tasks. Some may be available for you to complete or update on your own (for example, a TD1 tax form). If you don’t see a form you expected, contact your employer.

While forms can be completed from this section, we recommend using My Tasks when possible, since it clearly shows what’s assigned to you and still needs to be completed.

1. Log in to your account on a desktop browser.
2. Click the My Files tab.
3. Go to the Forms section.
4. Find a form marked Incomplete.
5. Under Edit, click the pencil icon to open the form. 
6. Review the steps in the section below for details on how to complete. 

Completing a Form 

Once you’ve opened the form from either the My Tasks or My Files tab, the form will load on a new page for you to review and complete. From here, you’ll fill in any required fields, save your progress, and submit the form when you’re ready.

1. Once you've opened your form from either the My Tasks or the My Files tab.
2. Review the form and complete all necessary fields.
   💡 | Tip: Required fields are highlighted (e.g., in orange) to help you identify what needs to be filled in, such as signatures or key details.
3. When you’re done, scroll to the top right of the page and click Save & Complete.
4. A pop-up titled Publish Responses will appear; click OK to submit.
   1. If all required fields are completed, you will see a Success message. Click OK to return to your account.
   2. If required fields are missing, you will see an Error message.
      • Select Continue Filling Form to return and complete any missing fields.
      • Select Go Back to exit the form and return to your account.
        💡 | Tip: If you choose Go Back, your progress will be saved, and you can return to complete the form later.

Frequently Asked Questions About Completing a Form As An Employee

Do you have questions about completing your digital form? Whether you’re unsure about submitting, accessing, or what happens next, we’ve got you covered with quick answers to common questions.

💡| Tip: Can’t find what you’re looking for? Contact your direct manager or employer if you need more help with your engagement survey.

Q: I’m a new employee setting up my account — why don’t I see these options to access forms?
A: If you’re currently completing onboarding, your forms are included as part of your onboarding steps and may not appear under My Tasks or My Files yet.

Follow the onboarding process, and you will be guided on completing your forms.

👉 If you’re unsure where to go, your employer or manager can guide you.

Q: Why won’t my form submit?
A: If you’re trying to submit your form and are receiving an error message, it’s most likely because a required field is missing information.

Review your form and look for any fields that are highlighted (e.g. in orange) or marked as required. These must be completed before the form can be submitted. Once everything is filled in, you should be able to click Save & Complete successfully.

👉 If you’ve reviewed everything and are still unable to submit, your employer or manager can help take a closer look with you.

Q: I finished my form, but it still shows as incomplete. Why?
A: If your form is still showing as incomplete, it may be that a required field was missed or that you exited the form before completing all required sections.

Open the form again and carefully review each section. Required fields are typically highlighted (e.g. in orange) to help you identify what still needs to be completed. Once everything is filled in, click Save & Complete, then OK to submit.

👉 If it’s still showing as incomplete after resubmitting, your employer or manager can help review it with you.

Q: I’m getting an error when trying to submit the form. Why?
A: If you see an error message after clicking Save & Complete, the form is letting you know that something is missing or incomplete.

Select Continue Filling Form to return to the form and review any required fields. Once all necessary information is filled in, you’ll be able to submit successfully.

👉 If you’re unsure what’s missing, your employer or manager can help guide you.

Q: Can I save my form and finish it later?
A: Yes, you can leave the form and come back to it later.

If you click Save & Complete before all required fields are filled in, you’ll receive an error message. From there, you can select Go Back to exit the form. Any progress you’ve made will be saved, and you can return to complete it later.

Q: I made a mistake on my form — can I fix it?
A: This depends on whether the form has been submitted.

• If the form is still incomplete, you can reopen it and make changes.
• If the form has already been submitted, it cannot be edited.

👉 If changes are needed after submission, your employer or manager can assign you a new form.

Q: Can I redo or restart a form?
A: Once a form has been submitted and marked as completed, it cannot be restarted.

👉 If you need to complete it again, your employer or manager will need to assign you a new form.

Q: Some information is already pre-filled in the form, but it’s incorrect. What should I do?

A: Your employer may have set up the form to pre-fill certain details, such as your name, address, or other personal information, to help save time. This information is typically pulled from your employee profile.

In most cases, you can update or correct these fields directly in the form if needed.

👉 If you’re having trouble making changes or want to ensure your information is fully up to date in your profile, it’s best to check with your direct manager or employer.

Q: I can’t find my form — where should I look?
A: If you’re having trouble locating your form, try the following:

• Check your email for a task notification and direct link.
• Go to the My Tasks tab and look under Incomplete Tasks.
• Check the Forms section under the My Files tab. 

👉 If you still don’t see the form, it may not have been assigned or made available yet. Your employer can confirm this for you.

Q: Can I complete forms on my phone?
A: Forms can be opened using a web browser, but we recommend completing them on a desktop device for easier navigation and a better overall experience.

At this time, digital forms and tasks cannot be completed through the Push Employee mobile app.

👉 If you don’t have access to a desktop device, your employer or manager can help guide you on next steps.

📌 | Note: If access or functionality is updated in the future, your employer will be notified.

Q: What happens after I submit my form?
A: Once your form is successfully submitted:

• It will be marked as complete.
• You will no longer be able to make changes.
• Your employer will be notified and may review your responses.

Q: What other types of tasks can I be assigned?
A: In your My Tasks tab, your employer can assign a few different types of tasks depending on what they need you to complete.

The three main types of tasks are:

• Forms: the most common type, where you’re asked to fill in information, sign a document, or review and confirm details.
• Videos: may require you to watch training videos on topics relevant to the business. Such as email phishing or credit card fraud.
• Reminders: used to share updates or important information your employer wants you to acknowledge, such as internal announcements or upcoming promotions.

While forms are the most commonly used, you may occasionally see video or reminder tasks depending on your employer’s setup.

👉 If you’re unsure what a task is asking you to do, open the My Tasks tab and review the description, or check with your employer or manager for clarification.

 Additional Information

If you require assistance completing your form or have questions about the required information, please contact your employer/direct manager.