The Form Management functionality provides a fast, intuitive user interface (UI) that allows administrators to create detailed forms that meet the needs of the organization. Administrators create questions in the Question Bank are used on a variety of forms. Within the Manage Forms functionality, administrators create and manage the forms that are assigned to users or that users can search for and complete on their own. With the Form Task functionality, administrators assign forms to users by creating form tasks. The tasks are automatically assigned to the users who are selected to receive the task. Users complete the form included in the task, and then submits the form for completion.
The Form Management features are part of the employee onboarding process. This process also includes the ability to create onboarding workflows. The workflows are used by organizations to manage the onboarding process by creating various tasks, such as filling out forms, which are then completed and submitted by new and transitioning employees.
Forms are available to organizations that are using Onboarding or Cornerstone HR. For information on Training Forms, select the following link: See Training Forms Administration.
A Human Resources administrator would like to collect benefits information from United States employees. Using the new Form Management functionality, she creates questions to include, builds the form, and sends it out to users to collect the necessary information.
The following permissions are part of the Form Management functionality:
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Form Self-Service - Manage||Grants access to manage Form Self Service and Self-Service Submissions within Manage Forms. This permission can be constrained by OU and User's OU. This is an administrator permission.||Forms Administration|
|Form Task Snapshot - Manage||Grants access to the Form Task Snapshot functionality within Form Task Administration. This permission cannot be constrained. This is an administrator permission.||Forms Administration|
|Form Task Administration - Manage||Grants access to the Form Task Administration functionality. This permission can be constrained by OU and User's OU. This is an administrator permission.||Forms Administration|
|Forms - Manage||
Grants access to the Manage Forms functionality. This permission can be constrained by OU and User's OU. This is an administrator permission.
Note: This permission enables access to the Form Management functionality that is part of Cornerstone HR functionality and the Onboarding module. This permission does not grant access to the Training Forms Management functionality.
|Forms Management Administration|
|Question Bank - Manage||Grants access to the Question Bank functionality. This permission can be constrained by OU and User's OU. This is an administrator permission.||Forms Management Administration|
You can perform the following tasks in Form Management:
See the following for information about the features and functionality that are part of Form Management:
- Form Task Administration - Enables administrators to view, create, edit, copy, and delete form tasks. From this page, administrators can also access details of the form task from the Form Task Snapshot page. See Form Task Administration.
- Form management - Provides a simple, intuitive process for creating and managing forms. From the Manage Forms page, administrators can view, create, edit, copy, and delete forms. See Manage Forms.
- Self-Service Form Submissions:
- Question Bank - Administrators can create and manage questions for use in any form. See Question Bank Overview (Forms).