Form Builder

The Form Builder page allows you to create customized forms used in various HR processes such as Background Verification during onboarding,the Employeeonboarding Performanceprocess. Review, Surveys, Client Feedback, and other organizational workflows. This feature centralizes all form creation needs, ensuring consistent data collection and streamlined access for authorized personnel.

Create Form:

1. 1) Enter your Form Name:Name (e.g., Background Verification Form)
   Enter a descriptive title for your form. Example: Employee Performance Review
   

   2) Style / Theme:

   • Optionally

     add the Background Theme:Theme and Theme Color Upload or choose a background image for the form.

   • Theme Color: Select a primary color for the form’s interface.
     Example: Use a light blue theme for onboarding forms to keep it professional and friendly.

   3) Form Type:
   Select the type of form you want to create. Options include:

   • Consultation – For advisory sessions or expert reviews.

   • Background Verification – For collecting and validating employee background information duringin the onboardingForm process.Type.

   • Employee Performance Review – For assessing employee performance over a period.

   • Client Feedback – To gather input or feedback from clients.

   • Training – For training evaluations or skill assessment.

   • Survey – For general data collection or employee opinion surveys.

   • Managerial Review – For manager-specific evaluations.
     

   4) Add Fields:

   When you click on the "+" icon in the form, a new section will open which will show the Available Field Types.
   

Available Field Types:
Choice, Text, Rating, Date, Time, Upload File, Signature, Likert, New Page, Repeat Section, Content, Add Section, Selfie, Table

Choice Field Description:

The Choice field allowsThen you tocan createadd multiple-choicethe questions with options that can be set as Radio, Checkbox, or Dropdown types. You can configure a subtitle, provide help text, mark it as required, set layout options, and define the individual choices. This field is useful for questionsyou like “Howby areselecting youyour findingpreferred theField companyTypes. environment?” with options such as Good / Bad.

This way, you can create multiple fields in your form.

5) Response  Access:
5.  Define who can accessAccess formForm responses:Responses:

• Designation – Restrict access to specific roles. Example: HR Manager.

• Department – Restrict access to specific departments. Example: HR Department.

• Person – Restrict access to specific individuals. Example: John Doe.

6) Form  Description:6. 
Optionally provide a shortForm explanationDescription, ofattach the form’s purpose. Example: This form collects employee performance metrics.

any7) Any Link for FormForm/ /Document/ DocumentSite /and Site:
Optionally attach any reference links, supporting documents, or external sites relevant to the form.

8) Subtitle:
Addadd a subtitle or brief noteSubtitle to appear at the top of the         pages.
 Example:  Please7. fillEnable all fields accurately.

9) Set Expiry for Link:Link
Choose Yes to set a deadline after which the form will no longer be accessible.

 

 8. Enable 10) Save As Draft Button Setting:Setting
Enable Yes if you want users to save incomplete forms and continue later.

 

11)  Page(s):
9. Add multiple pagesPages if your form requires sections or stepwise inputs.

 

12) Preview:
10. Click the Preview button to review the form’s appearance and functionality before publishing.

13) Create Button:
Once all settings are configured, click Create to finalize the form.

The form builder streamlines data collection for onboarding, training, surveys, performance reviews, and client feedback. This feature is optional, if your company collects feedback, surveys, or performance reviews, you can configure it.