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.
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.
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.