Create a custom form

Custom Forms refer to configurable forms designed to capture performance-related data that is not covered by default templates. These forms allow HR teams or administrators to tailor data collection to align with specific evaluation criteria, organizational goals, or departmental needs during review cycles.

Example: An HR team may create a Leadership Competency Review form to evaluate managerial effectiveness. This form can include fields such as “Team Development Efforts,” “Decision-Making Ability,” and “Strategic Initiatives Led,” helping gather insights that standard reviews may not cover.

Steps to create a custom form

Creating Custom Forms allows you to collect specific information from employees based on your company’s needs. Whether for onboarding, internal requests, or performance reviews, custom forms give you full control over the data to be captured.

Follow these steps to add a new custom form:

1. Navigate to Control Panel → Custom Forms.
2. Click the + Add button in the top navigation bar.
3. A new page opens under the Configure tab with fields to define your form.
4. Fill out the following details:
   • Title of the form
   • Type (e.g., Review Cycle Form, Feedback Form)
   • Description and Introduction text for context
5. Click Add to create the form.
   (You can also use Reset to clear all fields.)

Add fields to the form

After creating the form, proceed to add the required fields:

1. Go to the Manage Fields tab.
2. For each field, enter:
   • Name of the field (e.g., Communication Skills)
   • Type (e.g., Text, Rating, Dropdown)
   • Mark as Mandatory if required
3. Click + Add to save the field.
   (Use Reset if you need to clear the input.)
4. You’ll see a preview of the form on the right side as you add fields.
5. Continue adding as many fields as needed.

Viewing the form

To view all created forms:

• Click the Custom Forms button in the page navigation bar.
  Your new form is listed there for further use, edits, or assignments.