Create an employee form

Create or modify an employee form so that you can collect employee input. Configuration of the employee form is a three-part process. First, create the employee form record. Second, use the survey designer to build one or more questions for the employee form. Third, you can map questions from the employee form to corresponding fields on a target table.

Before you begin

Role required: sn_hr_core.admin

Procedure

1. Navigate to All > HR Administration > Employee Form.

2. Click New.

3. Fill in the fields on the form.

   Field	Description
   Name	Name of the employee form.
   Description	Description of the employee form.
   Active	Option to activate the employee form for use.

4. Right-click the form header and click Save.

   The Form Designer button appears.

5. Click Form Designer to open the survey designer in a new window.

6. Use the survey designer to build questions for your employee form.

   Note: If you plan to map the question to a table field, make sure that the data types match. Mapping is supported for the following question types:

   • Boolean
   • Choice
   • Date
   • Date/Time
   • Number
   • String
   • Reference For further details on the different question types, see Survey designer elements.

   Note: There are several limitations with native mobile screens, including custom and rating data types, validation scripts, read-only questions, and additional information fields. See this KB article for more details.

   The following GIF shows an example of a user building a reference question and a boolean question in the survey designer.

   Note: Make sure to provide each question a name so that you can more easily identify the question when creating mappings or HR criteria records.

7. After building your questions, click Save and Publish.

8. Return to and reload the employee form.

   The Add Mappings field appears on the employee form.

9. If you want to map one or more questions to fields on a table, fill in the following new fields on the form.

For example, you can map an employee form to the HR Profile \[sn\_hr\_core\_profile\] table with the following condition:

\[User\] \[is \(dynamic\)\] \[Me\].

The result is that the logged-in user's HR profile record is accessed for mapping.

1. To map one or more questions from the employee form to fields on the target table.

   1. In the Employee Form Field Mappings section, click New.

   2. Fill in the fields on the form.

    For example, you can map a question for the user's manager to the corresponding field on the User \[sys\_user\] table. When the user views the employee form in an HR task, they will see their manager's name filled in for that field. Because it is marked as read-only, the user will be able to read but not update that field.

3.  Click **Submit** or **Update**.

4.  Repeat the process as needed.

1. Click Update.

What to do next

You can use the employee form in task forms to collect employee input from users.

The following GIF shows an example of an HR agent creating a collect employee input task for an employee, Eva Seahorn, as part of an HR case.

The follow GIF shows an example of the employee, Eva Seahorn, then completing the collect employee input to-do in the Employee Center.

Parent Topic:Collect employee input