Form templates for hr teams
Form templates for HR teams, covering the whole employment cycle: setup requests before a first day, 90-day check-ins, engagement and pulse surveys, expense claims, and termination checklists. Each opens in the editor as a working form you can rename, rewrite and send.
124 use cases48 templates18 categories
HR work is calendar-shaped. The annual engagement survey, the benefits poll before open enrolment, the intake of seasonal staff and interns — each comes round again, usually rebuilt from last year's stale copy.
The rest arrives unannounced: a harassment witness statement, a data subject request from someone who left two years ago, a hardship fund application. Those need confidentiality and a clean record, which is what end-to-end encryption is for.
113 forms hr teams actually build
Each one starts from a template you can open and edit. Grouped by the kind of form it is.
Survey & Feedback form templates
- Annual Employee Engagement SurveyDistributed company-wide each year to benchmark satisfaction scores and track engagement trends across departments.Start fromEmployee Satisfaction Survey
- Post-Reorganization Pulse SurveySent to affected teams after a merger, layoff, or department restructuring to surface anxiety and unmet communication needs.Start fromEmployee Satisfaction Survey
- New Hire 90-Day Check-In SurveySent to employees at the end of their first quarter to evaluate onboarding effectiveness and early satisfaction indicators.Start fromEmployee Satisfaction Survey
- Remote Work Satisfaction SurveyAssesses how employees rate their home office setup, communication tools, and sense of connection while working remotely.Start fromEmployee Satisfaction Survey
- Manager Effectiveness SurveyDistributed to direct reports to rate specific management behaviors like feedback frequency, clarity of direction, and recognition.Start fromEmployee Satisfaction Survey
- Return-to-Office Readiness SurveyGauges employee sentiment and comfort level before requiring in-person attendance after a period of remote work.Start fromEmployee Satisfaction Survey
- Compensation Benchmarking SurveySpecifically focuses on compensation and benefits satisfaction to inform upcoming salary review or benefits redesign decisions.Start fromEmployee Satisfaction Survey
- Startup Culture Pulse SurveyRun by early-stage startups to catch culture drift before it becomes a retention problem as the company scales rapidly.Start fromEmployee Satisfaction Survey
- Exit Survey SupplementSent to departing employees alongside the formal exit interview to capture candid satisfaction ratings without in-person pressure.Start fromEmployee Satisfaction Survey
- Hybrid Team Experience SurveyMeasures whether in-office and remote employees have equitable experiences with collaboration tools, meetings, and career visibility.Start fromEmployee Satisfaction Survey
- Healthcare Staff Satisfaction SurveyTailored for hospitals and clinics to measure nursing, physician, and administrative staff satisfaction with workload and management support.Start fromEmployee Satisfaction Survey
- Seasonal Worker Satisfaction SurveyAdministered to temporary or seasonal staff mid-season to identify issues before end-of-season turnover decisions are made.Start fromEmployee Satisfaction Survey
- DEI Climate SurveyExtends the standard satisfaction survey with questions on psychological safety, inclusion, and experience of belonging across demographic groups.Start fromEmployee Satisfaction Survey
- Post-Training Satisfaction SurveySent immediately after a company-wide training program to measure whether employees felt it was relevant, well-paced, and worth their time.Start fromEmployee Satisfaction Survey
- Department-Specific Team Health SurveyRun by individual team leads to get a candid read on their specific team's morale, communication, and workload balance.Start fromEmployee Satisfaction Survey
- New Employee Onboarding Training SurveySent to new hires after onboarding training to rate how well the program prepared them for their role and identified gaps in company process knowledge.Start fromTraining Effectiveness Survey
- Post-Merger Culture Pulse PollGauges employee confidence in the combined company's direction and leadership cohesion after an acquisition.Start fromEmployee Opinion Poll
- Return-to-Office Policy PollCollects staff preferences and concerns about hybrid or in-office mandates before a formal policy is announced.Start fromEmployee Opinion Poll
- New Benefits Package Opinion PollAsks employees whether the proposed benefits changes meet their needs before HR finalizes the rollout.Start fromEmployee Opinion Poll
- Leadership Change Sentiment PollMeasures team confidence and comfort level following the appointment of a new executive or team lead.Start fromEmployee Opinion Poll
- Performance Review Process PollSolicits staff opinions on whether the current review cycle is fair, clear, and worth the time investment.Start fromEmployee Opinion Poll
- Remote Work Toolkit Satisfaction PollChecks whether the tools and equipment provided for remote work are meeting employee productivity needs.Start fromEmployee Opinion Poll
- Diversity & Inclusion Initiatives PollAsks employees whether they feel D&I programs are genuine, visible, and improving the day-to-day work experience.Start fromEmployee Opinion Poll
- Internal Communication Quality PollMeasures whether employees feel adequately informed about company news, priorities, and decisions.Start fromEmployee Opinion Poll
- Layoff Aftermath Morale PollAssesses team confidence, safety, and trust in leadership in the weeks following a workforce reduction.Start fromEmployee Opinion Poll
- End-of-Year Strategy Alignment PollChecks whether employees understand and believe in the priorities set out for the coming year.Start fromEmployee Opinion Poll
- Manager Effectiveness Opinion PollCollects anonymous team-level feedback on whether managers are providing clear direction and adequate support.Start fromEmployee Opinion Poll
- Company Event Feedback PollQuickly captures whether an all-hands, retreat, or team event met expectations and felt worthwhile.Start fromEmployee Opinion Poll
- HR Professionals Conference Track PollAsks HR leaders which workforce topics — talent acquisition, employee wellbeing, compliance — should anchor each day of the program.Start fromEvent Topic Vote
- Quarterly HR Department Satisfaction CheckMeasures how satisfied internal teams are with HR processes, responsiveness, and support ahead of HR's own quarterly review.Start fromSatisfaction Pulse Poll
Human Resources form templates
- Layoff Offboarding ChecklistCovers severance package, outplacement services, benefits extension, reference policy, and group notification for reductions in forceStart fromTermination Checklist
- Retirement Offboarding ChecklistTracks pension/401k rollover, retiree benefits setup, company property return, institutional knowledge capture, and celebration planningStart fromTermination Checklist
- Remote Employee Termination ChecklistCovers equipment shipping labels, digital access revocation, virtual exit meeting, and final expense reimbursement for distributed workersStart fromTermination Checklist
- Death of Employee ChecklistDocuments beneficiary notification, final pay to estate, benefits claims assistance, memorialization, and team grief supportStart fromTermination Checklist
- Remote Employee 360 ReviewCollects distributed team feedback on communication clarity, responsiveness, virtual collaboration, and remote work productivity.Start from360-Degree Feedback Form
- Administrative Temp Performance ReviewEvaluates an office temp's accuracy, communication, and software competency before an office manager decides to extend a direct-hire offer.Start fromTemp-to-Hire Evaluation Form
- HR Consultant Skills AssessmentRecords HR generalist vs. specialist focus, HRIS platforms, employment law jurisdiction experience, and project rate for HR consultants available for interim assignments.Start fromContractor Skills Assessment
- Engineering Referral FormLet engineers refer former teammates with a portfolio or GitHub link and a description of work they saw first-hand.Start fromEmployee Referral Form
- Startup Employee Referral FormA single referral intake for a company with no ATS, where every referral lands in one dashboard and a founder reads them all.Start fromEmployee Referral Form
- Referral Bonus Submission FormTie each referral to a requisition ID and a policy acknowledgement so payroll can pay the bonus without a dispute about eligibility.Start fromEmployee Referral Form
- Internal Mobility Referral FormAdapt the relationship dropdown so managers can put forward colleagues from other teams for an internal move rather than an external hire.Start fromEmployee Referral Form
- Healthcare Staff Referral FormRefer nurses and clinicians from a previous employer, using the evidence field to describe the setting and the caseload they worked.Start fromEmployee Referral Form
- Restaurant and Hospitality Referral FormLet existing staff refer cooks, servers and managers they've worked shifts with, with availability captured in the free-text field.Start fromEmployee Referral Form
- Retail Store Staff Referral FormCollect store-level referrals with the referrer's location in the team field, so district managers can route them.Start fromEmployee Referral Form
- Agency Freelancer Referral FormRefer contractors and freelancers a team has worked with before, with a link to their portfolio and a note on what they're best at.Start fromEmployee Referral Form
- Graduate Programme Referral FormLet employees refer people they studied with, using the "we studied together" relationship option and the how-long-known field.Start fromEmployee Referral Form
- Warehouse and Logistics Referral FormA short referral intake for high-volume hourly hiring, where shift availability goes in the anything-else field.Start fromEmployee Referral Form
- Executive Referral FormCapture senior referrals where the conflict-of-interest declaration and the confidentiality of the approach matter most.Start fromEmployee Referral Form
- Alumni Employee Referral FormLet former colleagues be referred back in, with the pipeline question catching anyone who already interviewed with you before.Start fromEmployee Referral Form
- Franchise New-Employee Check-InCompare answers between sites using the team field to find which locations onboard well and which don't.Start fromNew-Hire 30-Day Check-In Survey
- Long-Tenure Employee Check-In FormUse the tenure dropdown and the "what keeps you here" question with staff nobody has asked in a decade.Start fromStay Interview Form
- Remote Employee Stay InterviewKeep the manager start/stop/keep question, which carries most of the signal when nobody shares a room.Start fromStay Interview Form
IT & Technology form templates
- HR System Access Request FormManagers request Workday or BambooHR access to view their direct reports' compensation and performance data with HRBP sign-off.Start fromSoftware Access Request Form
- Remote Engineer Onboarding Request FormHiring managers request a MacBook, home office bundle, and full developer toolchain access to be shipped and provisioned before the engineer's first day.Start fromNew Employee IT Setup Request
- Sales Rep Onboarding IT FormSales managers request CRM access, a company phone, and a lightweight laptop with specific configuration for field-based account executives.Start fromNew Employee IT Setup Request
- Executive Onboarding IT Request FormExecutive assistants submit premium device requests and full C-suite system access bundles for incoming leadership hires requiring fast setup.Start fromNew Employee IT Setup Request
- Customer Support Onboarding FormSupport managers request headsets, help desk software seats, and phone system extensions for new agents joining a support floor.Start fromNew Employee IT Setup Request
- Designer Onboarding IT Request FormDesign leads request high-RAM MacBook Pros, Figma licenses, Adobe Creative Cloud, and an external monitor for creative new hires.Start fromNew Employee IT Setup Request
- Data Analyst Onboarding IT FormAnalytics managers request data warehouse access, BI tool licenses, and Python or R environment setup for incoming analysts.Start fromNew Employee IT Setup Request
- Contractor System Access Request FormProject managers submit limited-term access requests for contractors, specifying which systems are needed and the contract end date.Start fromNew Employee IT Setup Request
- Intern IT Setup Request FormHR submits lightweight equipment and restricted software access requests for seasonal interns with automatic access expiry dates.Start fromNew Employee IT Setup Request
- Retail Employee IT Onboarding FormStore managers request POS system access, mobile device provisioning, and shift scheduling software accounts for new retail hires.Start fromNew Employee IT Setup Request
- Healthcare Staff IT Onboarding FormClinical supervisors request EHR system access, secure messaging apps, and HIPAA-compliant device configuration for new medical staff.Start fromNew Employee IT Setup Request
- Finance Team IT Onboarding FormFinance managers request ERP system access, secure file storage, and multi-factor authentication setup for new accountants and analysts.Start fromNew Employee IT Setup Request
- Franchise Employee Onboarding IT FormFranchise operators submit equipment and POS access requests through a centralized form so corporate IT can maintain consistent provisioning standards.Start fromNew Employee IT Setup Request
- Traveling Employee VPN Request FormEmployees request VPN access before international travel, specifying destination countries and duration so IT can account for geographic restrictions.Start fromRemote Access Request Form
Quiz & Assessment form templates
- Corporate Employee Wellness HRACollects lifestyle and medical history data from employees as part of an annual wellness incentive program to identify high-risk individuals for targeted interventions.Start fromHealth Risk Assessment
- Engineering Team Technical Skills InventoryAudits proficiency in programming languages, system design, testing practices, and DevOps tools across a software engineering team to guide hiring and training decisions.Start fromEmployee Skills Assessment Quiz
- Sales Team Competency AssessmentEvaluates consultative selling, objection handling, CRM proficiency, and pipeline management skills across a sales organization before a revenue training initiative.Start fromEmployee Skills Assessment Quiz
- Marketing Team Skills Gap AnalysisIdentifies proficiency gaps in SEO, paid media, analytics, content strategy, and marketing automation across a marketing department.Start fromEmployee Skills Assessment Quiz
- Customer Success Skills AssessmentMeasures competency in onboarding, renewal management, escalation handling, and product knowledge for customer success managers.Start fromEmployee Skills Assessment Quiz
- Finance Team Capabilities ReviewAssesses financial modeling, Excel/data skills, regulatory knowledge, and business partnering competencies in an accounting or FP&A team.Start fromEmployee Skills Assessment Quiz
- New Hire 30-Day Skills BaselineCaptures a new employee's self-assessed proficiency at the start of employment to set development priorities for the first 90-day period.Start fromEmployee Skills Assessment Quiz
- Healthcare Clinical Staff Competency QuizEvaluates nursing or allied health staff on clinical protocols, patient communication, electronic health record use, and safety procedures.Start fromEmployee Skills Assessment Quiz
- Retail Store Manager Skills AssessmentMeasures inventory management, staff scheduling, customer service, loss prevention, and POS system proficiency for store managers.Start fromEmployee Skills Assessment Quiz
- Nonprofit Program Staff AssessmentIdentifies skill gaps in grant writing, community outreach, data reporting, and volunteer management across a nonprofit's program team.Start fromEmployee Skills Assessment Quiz
- HR Business Partner Competency ReviewAssesses HR business partners on talent acquisition, employee relations, performance management, and workforce analytics competencies.Start fromEmployee Skills Assessment Quiz
- Construction Project Manager Skills QuizEvaluates proficiency in project scheduling, cost estimation, safety compliance, subcontractor management, and contract negotiation.Start fromEmployee Skills Assessment Quiz
- Manufacturing Quality Control Skills AssessmentTests quality inspectors on statistical process control, defect identification, ISO standards, and measurement instrument calibration.Start fromEmployee Skills Assessment Quiz
Finance form templates
- Employer Employee Assistance Fund FormAllows staff to confidentially apply for hardship assistance from a company-sponsored fund covering unexpected medical costs, family emergencies, or natural disasters.Start fromFinancial Aid Application
- Sales Travel Expense Reimbursement FormCollects flight, hotel, and meal expenses from field sales reps after client visits with deal name and customer contact for cost-of-sale tracking.Start fromEmployee Reimbursement Request
- Remote Employee Home Office Reimbursement FormProcesses reimbursements for home internet, office supplies, and ergonomic equipment with a work-from-home policy acknowledgment.Start fromEmployee Reimbursement Request
- Conference and Training Expense Reimbursement FormGathers registration fees, travel, and accommodation costs from employees attending professional development events with event name and learning outcomes.Start fromEmployee Reimbursement Request
- Client Entertainment Expense Reimbursement FormCaptures meal and event entertainment expenses with mandatory guest list and business discussion description for IRS substantiation requirements.Start fromEmployee Reimbursement Request
- Field Technician Parts Reimbursement FormProcesses reimbursements for small parts and materials purchased by technicians in the field with job number and client name for billable cost recovery.Start fromEmployee Reimbursement Request
- Medical Staff Continuing Education Reimbursement FormGathers CME course fees, travel, and materials from clinical staff with license number and credit hours earned for HR compliance records.Start fromEmployee Reimbursement Request
- Startup Founder Expense Reimbursement FormLets founders and early employees submit personal expenses advanced before the company had a corporate card, with founding period date range.Start fromEmployee Reimbursement Request
- Construction Site Incidental Expense Reimbursement FormCaptures small jobsite purchases by foremen — hardware, safety supplies, parking — with project number and GC approval for overhead cost tracking.Start fromEmployee Reimbursement Request
- Academic Researcher Expense Reimbursement FormProcesses conference travel, lab supply, and participant stipend reimbursements for researchers with grant number and allowable expense category.Start fromEmployee Reimbursement Request
- Caregiver Transportation Reimbursement FormReimburses home health aides or family caregivers for transportation costs incurred while accompanying clients to medical appointments.Start fromEmployee Reimbursement Request
Legal form templates
- Employee Spotlight Video ReleaseCollects staff consent for corporate communications teams to feature employee interviews on company websites and recruitment materials.Start fromMedia & Publicity Release Form
- HR Platform Employee Data Request FormRoutes requests from current employees, former employees, and job applicants to separate handling queues based on employment status.Start fromGDPR Data Subject Request
- Startup First Employee Offer Letter FormCaptures equity vesting schedule preferences, cliff period, and at-will language needs so the attorney can draft a seed-stage-appropriate offer letter.Start fromEmployment Contract Request
- Part-Time Employee Contract RequestAsks for guaranteed hours per week, overtime eligibility, and benefit pro-ration method so the agreement clearly defines the part-time arrangement.Start fromEmployment Contract Request
- Employee Confidentiality Agreement RequestGathers the new hire's role, department, and categories of sensitive information they will access so HR can request the appropriate confidentiality agreement.Start fromNDA Inquiry Form
- HR Harassment Investigation Witness FormGathers a coworker's account of alleged workplace harassment, documenting specific incidents observed, frequency, and whether anything was reported at the time.Start fromWitness Statement Form
Professional Services form templates
- HR Consulting Intake FormCaptures headcount, current HR processes, compliance concerns, and workforce challenges for HR advisory engagements.Start fromConsulting Client Intake Form
- HR Consulting Pre-Discovery QuestionnaireCollects headcount, attrition rate, current HR systems, and top talent challenges before an HR advisory discovery session.Start fromPre-Discovery Call Questionnaire
- HR Advisory Proposal RequestGathers workforce size, HR maturity, attrition data, and desired program outcomes for talent and HR consulting proposals.Start fromConsulting Proposal Request Form
- HR Consulting Reference CheckEvaluates HR consultants on change sensitivity, compliance accuracy, employee-facing communication, and culture impact from past clients.Start fromConsultant Reference Check Form
- HR Consulting Proposal Request FormCollects company size, current HR pain points, and desired outcomes before scoping an HR consulting project.Start fromProject Proposal Request Form
- Remote HR Specialist Inquiry FormCollects HRIS tool experience, compliance knowledge, and recruitment background from HR professionals seeking remote positions.Start fromRemote Work Opportunity Inquiry
Healthcare form templates
- Employee Daily Health Screening FormSent to all staff each morning before entering a workplace, logging symptom status and temperature to maintain a daily safety record.Start fromHealth Screening Questionnaire
- Employee Occupational Health Immunization RequestProcesses employer or employee requests for proof of vaccination for healthcare workers, food service staff, or other regulated occupations.Start fromVaccination Record Request Form
- EAP (Employee Assistance Program) Intake FormGathers employer EAP authorization information alongside presenting concerns for short-term work-focused counseling.Start fromTherapy Intake Form
- Employee Health Clinic Prescription RenewalProcesses prescription renewals for employees managed by an on-site or near-site employer health clinic.Start fromPrescription Refill Request Form
Education form templates
- HR Professionals Webinar Series Speaker ApplicationRecruits CHROs, talent leaders, and employment attorneys to speak on workforce topics for an HR association's monthly series.Start fromWebinar Speaker Application Form
- New Employee LMS Onboarding Access RequestCollects access requests from new hires joining the company and specifies which onboarding or compliance course tracks they need provisioned.Start fromLMS Access Request Form
- Franchise Employee Training LMS Access RequestProcesses access requests from franchise location managers and staff for brand standards and operational training content.Start fromLMS Access Request Form
- Retail Chain Employee LMS Access RequestOnboards store associates and shift leads onto the retail training platform for POS, customer service, and loss prevention modules.Start fromLMS Access Request Form
Fitness form templates
- Corporate Gym Employee Guest RequestAllows employees at a company with a subsidized gym membership to bring a family member for a designated family wellness day.Start fromGym Guest Pass Request Form
- Employee Wellness Day Guest Gym PassAllows employees participating in a company wellness day to bring a friend or family member to the gym partner facility for the sponsored event.Start fromGym Guest Pass Request Form
- Employee Mental Wellness and Fitness ChallengeSigns up employees for a combined mental health and physical fitness challenge tracking meditation minutes, sleep, steps, and workout days simultaneously.Start fromFitness Challenge Registration Form
What hr teams usually collect
The joiner handoff
One new-starter record feeds three forms: the IT setup request, the LMS onboarding track, and the 90-day check-in. Start date, reporting manager, role and location — and for interns or contractors, the date access should expire.
Sentiment, without names
Engagement surveys, return-to-office polls and manager effectiveness ratings run on scales plus one free-text box. Department is worth capturing; names usually are not, because the moment a layoff-aftermath poll feels identifiable the answers stop being true.
Expense claim lines
Reimbursement requests need date, amount, category and a policy acknowledgement, plus whatever makes the claim auditable: a CME licence number, or the guest list on a client dinner. A File Upload field carries the receipt itself, so the evidence sits on the same record as the figures.
Offboarding obligations
A termination checklist is a form with a line per obligation: access revoked, laptop shipping label sent, final expenses cleared, benefits continuation explained, reference policy stated. Layoffs, retirements and a death in service each need their own version.
48 templates to start from
- Employee Satisfaction SurveyMeasure employee satisfaction across six key workplace dimensions.
- Employee Opinion PollGauge employee sentiment on company direction, culture, and leadership.
- Employee Referral FormLet employees put forward a candidate, with evidence and consent.
- Employee Skills Assessment QuizEvaluate employee competencies across 10 key workplace skills.
- New Employee IT Setup RequestEnsure new hires have everything they need on day one with a structured IT setup request.
- Employee Reimbursement RequestProcess employee expense reimbursements quickly with structured requests.
- Termination ChecklistEnsure every employee separation is complete, compliant, and documented.
- LMS Access Request FormManage employee or student access requests to your Learning Management System.
- Employment Contract RequestCapture employment contract needs from employers, employees, and contractors.
- Gym Guest Pass Request FormLet members request guest passes for friends and family.
- Hot Desk / Workspace Booking FormLet hybrid employees reserve a hot desk or workspace before coming into the office.
- Stay Interview FormAsk why someone stays and what would make them leave — while they're still here.
- 360-Degree Feedback FormGather multi-rater feedback on communication, leadership, and performance.
- Associate / Affiliate Member ApplicationAccept corporate and affiliate membership applications from companies that serve your members.
- Complaint FormGive complainants a structured, dignified channel to be heard.
- Conference Registration FormRegister attendees for multi-day professional conferences with badges, sessions, and CE credits.
- Consultant Reference Check FormCollect structured, confidential references for consultants you are evaluating.
- Consulting Client Intake FormGather essential client details before your first consulting meeting.
- Consulting Proposal Request FormLet clients formally request a consulting proposal with structured details.
- Contractor Skills AssessmentAssess contractor skills, certifications, experience level, and rate expectations.
- Event Topic VoteLet attendees vote on session topics and format before you finalize the agenda.
- Financial Aid ApplicationCollect financial aid applications with income, need, and program details.
- Fitness Challenge Registration FormRegister participants in weight loss, steps, or strength challenges.
- GDPR Data Subject RequestHandle GDPR data subject requests compliantly and efficiently.
- Health Risk AssessmentAssess lifestyle health risks across exercise, diet, sleep, and medical history.
- Health Screening QuestionnaireScreen visitors, staff or a booked patient for symptoms before they arrive. Questions written 22 August 2026 — review them before publishing.
- Media & Publicity Release FormGet signed permission to use someone's name, image, or likeness in media.
- NDA Inquiry FormCollect all the details needed to draft or review a non-disclosure agreement.
- New-Hire 30-Day Check-In SurveyAsk a new hire at 30 days what was unclear, what's still missing, and what's blocking them.
- Photo Usage Permission RequestRequest photo usage permission with intended use, compensation, and review details.
- Pre-Discovery Call QuestionnairePrepare prospects and yourself before every discovery call.
- Prescription Refill Request FormLet patients request prescription refills online, anytime.
- Process Improvement SuggestionCapture structured employee suggestions for process improvements with effort and impact fields.
- Professional Association Membership ApplicationCollect professional credentials, tier selection, and ethics agreement from applicants.
- Project Proposal Request FormLet clients formally request a project proposal with all the details you need.
- Relocation Assistance InquiryHelp relocating individuals and families find housing and services in their new city.
- Remote Access Request FormManage VPN and remote desktop access requests with security review built in.
- Remote Work Opportunity InquiryLet candidates express interest in remote roles with a structured inquiry form.
- Satisfaction Pulse PollA quick recurring check-in on satisfaction, workload, and psychological safety.
- Software Access Request FormManage software access provisioning with a structured request and approval form.
- Suggestions & Feedback FormInvite improvement ideas and suggestions from customers or staff.
- Temp-to-Hire Evaluation FormHelp supervisors evaluate temp workers being considered for permanent hire.
- Therapy Intake FormGather client background and goals before the first therapy session.
- Training Effectiveness SurveyEvaluate training programs on content, delivery, materials, and impact.
- Vaccination Record Request FormProcess patient requests for immunization and vaccination records.
- Volunteer Hours Submission FormLet volunteers log service hours, activities, and mileage after each shift.
- Webinar Speaker Application FormAccept and evaluate speaker proposals for webinars and virtual learning events.
- Witness Statement FormCapture accurate, structured witness accounts for legal or HR investigations.
How to set one up
- 1
Open the Employee Satisfaction Survey template and cut it back to the questions you will act on. A forty-question annual survey nobody reports back on is worse than twelve with a follow-up.
- 2
Add conditional logic so the form branches on employment status — current employee, leaver, applicant — the way a GDPR data subject request has to reach different handling queues.
- 3
Decide how it reaches people. A QR code by the entrance suits a daily health screening; the engagement survey wants a link in email; a desk booking form belongs embedded in the intranet.
- 4
Switch on end-to-end encryption for anything a complaint, a witness statement or a hardship fund application will carry, and agree beforehand who on the team may read the responses.
- 5
Send each submission onward by webhook or Zapier, so a new-starter setup request opens a provisioning ticket the same day rather than sitting in a shared inbox.
Frequently asked questions
Can we run an anonymous employee engagement survey?
Yes. Leave name and email off the form and it collects no identifier. Keep department or tenure if you need to cut the results, but be careful: on a team of six, department plus tenure identifies people, and staff work that out faster than HR does. Say in the intro exactly what is stored.
Can employees attach receipts to a reimbursement form?
Yes. File Upload is a field in the editor, so the photo of a taxi receipt or a conference invoice arrives on the claim beside the amount, date and cost code, and you download or preview it from the submission. Each file is capped at 2 MB, which a phone photo clears easily; a long hotel folio is better linked from a short text field.
Is it safe to take harassment complaints through an online form?
Use an end-to-end encrypted form. The submission is encrypted in the browser, so a complaint or witness statement is readable only by the people holding the key, not by anyone with a general login. EU hosting is available and the service is fully GDPR compliant. It does not replace a documented investigation process.
Does this replace our HRIS?
No. Forms sit in front of it. Workday, BambooHR or whatever you run stays the system of record; the form is how a request or a survey answer reaches it. Every submission fires a real-time webhook, and there is a REST API alongside, so the answers can be written into the HRIS or a ticket queue by whatever you already use, or handed to a Zapier action. The flow runs one way only — a submission triggers something, and nothing is read back out of the HRIS.
Can we collect a signature on a media release or NDA?
A form can record typed agreement: a tick-box and the person's name against the wording shown to them. That is enough for an internal photo consent, or for an NDA enquiry that ends with legal drafting the real document. It is not an e-signature product, so avoid it where an executed signature is required.
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