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).

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

📋 Topics covered in this article:

• Accessing Your Assigned Forms (Mobile vs Desktop)
• Completing a Form (Mobile vs Desktop)
• Frequently Asked Questions about Completing Form as an Employee

📚 Related articles:

• Completing a Video Task as an Employee
• Completing a Reminder Task as an Employee
• How To Login To Push On A Desktop As An Employee
• How To View Employee Files On The Push Employee App
• 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. Once that's done, accessing your form is quick and easy.

You'll be notified that a form has been assigned to you in a few different ways:

• An email notification with a direct link to open the form in a web browser, if you'd like to complete it that way.
• A push notification is sent to your phone from the Push Employee app.

You can access your assigned form in a few ways:

• Through the Push Employee app.
• Through your account on a desktop browser, using either the My Tasks or My Files tab.

📌 | 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 the Push Employee App (Mobile)

If you'd like to complete your form on a mobile device, we recommend using our Push Employee app. It lets you complete assigned forms wherever you are, without needing to log into a desktop browser.

1. Open the Push Employee app.
2. Navigate to the My Tasks tab.
3. Under Incomplete, tap the name of your assigned form.
4. A panel will appear displaying the task name and due date. 
5. Tap Complete Form to get started.
6. Review the Completing a Form (Mobile) section below for details on how to complete.

Option 2: Accessing Forms Through a Desktop: My Tasks

If you'd prefer to complete your form on a bigger screen, we recommend checking this place for any forms or tasks awaiting you on a desktop. 

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 Completing a Form (Desktop) 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 Completing a Form (Desktop) section below for details on how to complete. 

Completing a Form 

Once you've accessed your form, how you complete it depends on where you opened it from:

• Through the Push Employee app on your mobile device.
• Through your account on a desktop browser.

Completing a Form from the Push Employee app

Once you've tapped Complete Form from My Tasks in the Push Employee app, here's what to expect.

1. The app will load to a new section called Fill & Sign, showing the details of the form you need to complete.
   1. Any fields required of you will be highlighted in red. 
   2. A Next button will appear in the bottom right of the page to help guide you through each field you need to fill in.
2. Depending on how you wish to navigate, tap Next and input the necessary details, or tap directly into the field you want to fill in. Your keyboard will automatically pop up if the field requires you to type in information.
   💡 | Tip: Pinch the screen to zoom in or out on the form if it helps you read specific details, like a line item on a tax form.
   📌 | Note: You may see some of your personal details already prefilled in the form, like your first name or today's date. This is set up by your employer and pulled from your employee profile. If any of this information is incorrect, contact your employer or direct manager, or update it manually in the form.
3. The details you enter will be saved automatically, so if you're not able to finish the form in one sitting, you can leave and come back to it later.
4. If you tap into a signature field, a bottom panel titled Sign: Signature will appear, with two sections: Draw and Saved.
   1. Tap Draw to create a new signature under Sign Here. Tap Clear to redo it, Cancel to close out, or Confirm to add it to the field.
   2. Tap Saved to reuse a signature you've added before, then tap the signature you want to use.
5. Once all required fields are filled in, tap Submit Form to complete it, or Continue Editing if you'd like to make changes first.
   ⚠️ | Important: Once a form is submitted, you cannot go back and make adjustments. Your employer or manager will need to send you a new task if changes are required. 
   📌 | Note: If any required fields are still missing when you tap Submit, you'll receive an Error message stating what's missing (e.g., Signature).
6. If you selected Submit Form, a new pop-up titled Form Submitted will appear. Tap OK to close the pop-up, and the app will refresh back to the My Tasks tab, under the Completed section, showing today's date as your completion date.
   💡 | Tip: To view the form's details at a later time, open it directly from Completed, or navigate to the My Files tab to find it there.

Completing a Form from a Desktop

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 try to submit a form and receive an error message, it's most likely because a required field is missing information. This can happen on both the desktop and mobile experiences.

• On a desktop, any missing fields are highlighted in orange.
• On the mobile app, any missing fields are highlighted in red.

These must be completed before the form can be submitted. Depending on where you're completing the form, the error message will note exactly what's missing.  For example, the mobile app will note if it's a missing signature or a missing text field.

👉 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: This is similar in both the desktop and the mobile app experience. If your form still shows as incomplete, it may be that a required field was left blank or that you exited the form before submitting it. 

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

👉 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 initiating the submission of a form, 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. Required fields will be outlined in either orange or red. Fill in the necessary information, such as a text field or a signature box. 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. Any progress you’ve made will be saved, and you can return to complete it later. 

On desktop, 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, and any progress you've made will be saved.

 On the mobile app, your progress is saved automatically as you fill in fields, so you can close the form and return to it later from My Tasks.

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 the necessary changes.
•  If the form has already been submitted, it cannot be edited from your side. Your manager or employer will need to assign you a new form to complete — please reach out to them for this.

👉 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 your form has been submitted and marked as complete, it cannot be restarted or updated from your side. You'll need to ask your direct manager or employer to assign you a new task or form to complete.

👉 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.

If the pre-filled information is incorrect, you can manually correct these fields directly in the form to complete and submit it. Keep in mind that updating a field in the form does not update your employee profile; it only changes that field on that specific form

Depending on your permissions, you may also have access to update certain personal details yourself. See this article for instructions on how to do so. Or we recommend notifying your employer or direct manager so they can review and correct your employee profile (e.g., if your first name is spelled incorrectly).

👉 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 (desktop or mobile app)
• Check the Forms section under the My Files tab (desktop only)

👉 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: Yes. As of August 2026, you can complete forms assigned to you directly from the Push Employee mobile app. Refer to Completing a Form (Mobile) above for full steps. 

If you're currently completing onboarding, this must still be done using a desktop web browser, since digital onboarding is a separate experience and is not part of the mobile app.

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

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.
• You can access a copy via My Files. 
• 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 business-relevant topics. 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.