Form Finder

Employees ask for forms and get direct links from Knowledge Center. No more hunting through folders, SharePoint, or emailing HR. Just ask and receive.

For HR Teams All Employees New Hires Operations Teams
Sample prompt to Joy's Assistant

Where do I find the [expense reimbursement] form? Give me the direct link and a quick note on how to submit it.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Where do I find the expense reimbursement form? Give me the direct link and a quick note on how to submit it.

Answered from the Finance forms index in your Knowledge Center. Here's the exact form to use and how to file it.

The one you want is the Expense Reimbursement Form (v4, updated January 2026), filed under Finance forms in the Knowledge Center. That's the current version, so skip any older copies still floating around SharePoint.

To file it, fill in the form, attach itemized receipts for anything over $25, and route it to your manager for approval. Approved reports pass to Accounts Payable and reimburse on the next semi-monthly payroll run, per the Expense Reimbursement Policy, section 2.

A couple of related forms sit in the same folder if you need them:

  • Mileage Reimbursement Form. For personal-vehicle travel, reimbursed at the current IRS rate.
  • Cash Advance Request. For travel costs you can't reasonably front yourself.

Want the mileage form as well, or a quick rundown of what counts as an itemized receipt?

From scattered forms to instant access

Form Finder indexes all your HR forms, templates, and documents so employees can find exactly what they need in seconds. Just describe what you're trying to do, and Form Finder returns the right form with a direct link.

  1. Connect your sources

    Upload forms to Knowledge Center or connect to your existing cloud storage. JoySuite indexes form names, descriptions, and categories.

  2. Set who sees what

    Set role-based access so each team gets the forms relevant to them. Employees just ask, no new app to learn.

  3. Employees ask for forms

    Questions arrive in natural language: "I need the expense reimbursement form" or "Where do I submit a time off request?" Answered in seconds.

  4. Get direct links instantly

    Form Finder points to the exact form in your Knowledge Center with a direct link. For fillable PDFs, employees can open the current version and complete it right away.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, and customize it, so anyone can run it in one step.

Make it yours

Smart Matching

Understands intent: "expense form," "reimbursement request," and "get money back" all find the same form.

Direct Links

One-click access to the exact form. No navigating folders or remembering file paths.

Instructions Included

Along with the form, provides instructions on how to complete and where to submit.

Always the Current Version

Points to the latest approved form in your Knowledge Center, so employees never grab an outdated copy off SharePoint.

Department-Specific

Different form sets for different departments: HR forms for HR, finance forms for finance, each team sees what's relevant.

Multi-Location

Different forms for different offices or countries. Employees automatically get location-appropriate versions.

Form + Policy Combo

Pair with HR Help Desk so employees get both the form AND the policy context in one answer.

HRIS-Aware Answers

With your HRIS connected, Joy can confirm an employee's details (name, ID, department) so they know exactly what to enter on the form.

Frequently Asked Questions

How does a form finder assistant work?

Form Finder indexes all your company forms, templates, and documents. When employees ask for a form in natural language, Joy matches their request to the right document and points to it with a direct link, along with instructions for completion and submission.

Can employees find forms without knowing the exact name?

Yes, Form Finder uses smart matching to understand intent. Employees can describe what they're trying to do ("change my bank info") rather than knowing the exact form name ("Direct Deposit Authorization Form"), and the AI finds the right document.

What types of forms can Form Finder manage?

Form Finder works with any document type including PDFs, Word documents, fillable forms, spreadsheet templates, and web form links. It handles HR forms, finance documents, IT requests, time off forms, and any other employee-facing paperwork.

How do I reduce HR questions about finding forms?

Let employees ask Joy for the form they need instead of messaging HR. Most organizations see 70-80% reduction in "where's the form" messages to HR once employees can self-serve.

Can Form Finder provide different forms for different locations?

Yes, Form Finder supports multi-location organizations. It can serve location-specific forms automatically based on employee location, handling different state tax forms, country-specific HR documents, and office-specific procedures.

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