Using the form builder tool, there are several different types of forms which can be created, completed electronically and stored within Natural HR to eliminate the need for paper files.
Admin users can access the form builder by going to:
Administration > Company > Form Builder
HR Users with the relevant enhanced permissions can access the form builder by going to:
Administration > HR > Form Builder
When you load this page you will be presented with a list of the forms that currently exist within your environment. Click the "Add" button at the bottom of the list to create a new form.
The types of forms which can be created within Natural HR are:
360 feedback - 360 feedback forms are designed for peer-review scenarios. Once a 360 feedback form has been created, this can be distributed directly to those individuals who are required to give their peer feedback.
There is also the option to make 360 feedback entries anonymous so the employee's name will not appear alongside any of the responses. For further guidance on the 360 feedback process please review our support article on 360 Feedback using a custom form.
Application form - Application forms allow you to replace the system's default application form used in the Recruitment Portal. This special type of form contains an option to allow you to "map" fields used in the form to fields in the Candidate record. The data entered by the candidate can then be used to populate the candidate record. They also contain a number of additional "list" fields for exactly this purpose, to allow mapping of the candidate's religion, marital status, ethnicity, nationality and gender to the appropriate fields on their record.
More information on setting up the Recruitment module can be found in our support article on Recruitment settings. More information on Application Forms can be found on our article on Application Forms (Recruitment).
Other form - A generic form which does not suit any of the alternative form types. Other forms can be used for any general forms where the data needs to be recorded within the system and made accessible to users via the Forms icon in the main menu.
Performance improvement - The performance improvement form works on a similar basis to the performance review form in the sense that the fields can be completely customised and electronically published out electronically to whoever needs to complete this. The performance improvement forms are stored in a separate section within within the Performance Module to ensure that the organisation maintains a clear record of agreed plans improvement plans following a performance review. For further guidance on building performance improvement form, please review our support article on Performance Improvement Forms.
Performance review - A review or appraisal form which can be electronically published out to employees for them to complete and return. Review forms can have multiple sections containing different permissions - for example, employees could be given access to the first half of the form to complete whereas the other half of the form could be for managers only. For further guidance on creating a performance review form, please review our support article on How to build a performance review form.
Recruitment - Recruitment forms are designed to allow the storage of information against a candidate in the recruitment module. These forms can then be accessed from the "Forms" icon on the Candidate's card. Forms of this type require an Assigned Candidate field and a Completed field. Forms and form fields can also be set to be visible to the Candidate. The candidate cannot actually view/edit the form at present - this is planned for a future update - but forms can be prepared with this possibility in mind. More information on Recruitment Forms can be found on our article on Recruitment Forms.
Return to work - The purpose of the return to work form is to gain further information from the employee following a period of sickness absence and to ensure that the employee is fit to return to work. Return to work forms can be linked directly to a time off type where the system will automatically notify managers / HR when the form must be completed. For further guidance on using return to work forms, please review our support article on Self-certification and Return to Work forms.
Self certification - You can opt to require the employee to fill in a self certification form for types of timeoff you choose. The employee will get an email notification and also notified both on their home screen "Notices" section and in their time off listings. For further guidance on using self certification forms, please review our support article on Self-certification and Return to Work forms.
Survey - Surveys can be published to all employees within the system using custom fields from the form builder. The survey forms can be set to either require the name of the employee on the submission or can be returned anonymously.
Training feedback - Training feedback forms can be created and electronically published out to employees following their attendance on a training course. For further guidance on using training feedback forms, please review our support article on Training feedback forms.
A training video on the topic of Forms is available here:
An introduction to Forms and how to use them, on their own or with Workflows.