Create an employee form

Create or modify an employee form to collect employee input. Employee forms are questionnaires that are built using the survey designer to collect or update information from employees.

Before you begin

To use this task, first create an employee form record. Then, use the survey designer to design a questionnaire for the employee.

Role required: sn_uni_task.emp_form_admin or sn_uni_task.emp_form_creator

Note:

You will need sn_hr_le.activity_reader role or any role that starts with sn_hr_core to have read access to the employee form page being utilized, and view data that is passed between case and child task.

Procedure

1. Navigate to All > Universal tasks > Employee forms.
2. Click Create New.
3. On the form, fill in the fields.
   For more information on form fields and descriptions, see Employee form.
4. Right-click the form header and click Save.
   The Form designer button appears.
5. To open the survey designer in a new window, click Form designer.
6. To build the questions for your employee form, use the survey designer.
   For more information on the question types, see Survey designer elements.
7. Click Save and Publish.

Result

You can now assign the form to an employee by using the Collect Employee input task. To view the employee responses, click View Responses after the task is marked complete.

Note:

You must have specific roles to view the employee responses. For more information, see Configure the roles to view employee forms