To create a new form, navigate to 'Settings' > 'Automations' > 'Forms' and click '+ New form'.
You can choose to:
- From scratch: build a fully custom form with your own fields and settings
- From template: start from a pre-built best-practice template
If you would like to select a template, the following templates are available:
- Development Plan: create a focused development plan, link up to 3 goals, and outline actions, support, and check-ins to drive progress
- Performance Improvement Plan (PIP): document performance gaps, link measurable improvement goals, and set clear expectations and check-ins
- Exit Interview: collect structured feedback from departing employees on what worked well, what could improve, and why they are leaving
- Learning & Development Request: request budget for a course, subscription, books, certification, or event, with context, expected outcomes, and cost
- Onboarding Plan: set a 30 / 60 / 90-day onboarding plan with ramp-up goals, priorities, and check-in rhythm
All templates are fully customizable after selection.
Basics
Fill in the form's core information:
- Title: the name of the form
- Description: a short description visible to participants
- Type of form: select the category from the dropdown
- Owners: assign one or more owners who can view responses and update all settings; super admins have default access
Click 'Save and continue' to move to the next tab.
Fields
Add sections and fields to structure your form. Sections group related fields and include a title and optional description, and Fields are the individual questions or inputs within a section. Each field has:
- A title
- An optional description
- A type, which defines the input format:
- Short text
- Long text
- Numerical
- Date
- Yes / No
- Single choice
- Multiple choice
- Toggle
Use the 'Required to proceed' toggle on any field to make it mandatory before submission. Drag and drop sections and fields to reorder them.
Previewing your form
Before activating, click 'Preview' in the Fields tab to see exactly how the form will appear to participants. The preview shows all sections, field types, required field indicators, and formatting.
Please note: The preview is a structural view only. No live data (such as linked goals or learning paths) is loaded. You cannot submit or edit from the preview. Close the preview to return to the fields configuration.
Eligibility and access
This tab has three configuration areas.
Submission: Here, you will define who can submit the form.
Completion: Here, define how a submission is closed. You have two options:
- Automatically marked as completed upon submission
- Needs to be closed manually by marking it as completed
Eligible employees: Define who can submit the form. You can include or exclude a set of employees using filters.
Visibility and access
Define role-by-role access to submissions. For each role, you can grant:
- View: can view the form on the employee's profile; no access to comments
- Comment: can comment in the common section at the end of the form; view access is automatically enabled
- Edit: can edit, submit, and delete the form; view access is automatically enabled; if an approval flow is set up, editing re-triggers it
- View change log: can see the history of changes made to the submission
The configurable roles are:
- Participants for themselves
- Managers for their direct reports
- Indirect managers
- HRBP for people they manage
- Admins for all participants
- Super admins (edit, comment, view, and view change log are enabled by default)
- Form owners (edit, comment, view, and view change log are enabled by default)
Important: Any approver will automatically have view access to the form.
Notifications
Toggle 'Enable notifications' to send a notification each time this form is submitted.
When enabled, select which roles receive the notification. By default, form owners and super admins are selected. Only roles with at least 'View' access to the form can receive notifications.
Please note: Once a form is active and receives responses, the fields tab is locked. You cannot edit, add, or remove fields. If changes are needed later, archive the form and create a new one from scratch or duplicate the current form.