Create Form Overview

The form creation process allows administrators to design forms that can be used for a variety of purposes. Questions are pulled from the Questions Bank and system fields are available to build the basic structure of the form. Formatting options are also available, as well as including a signature field. Once the structure of the form is created, administrators define who can access the form and where the completed form will be stored in Universal Profile.

See the following topics for the steps in creating a form:

Pre-Step Note: Questions must first be created in the question bank in order to include them on forms.

To create a form, go to Admin > Tools > Core Functions > Form Management > Manage Forms. Then, from the Manage Forms page, select the Create Form button.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Manage 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

Additional Resources

Click here to access the Cornerstone HR Forms Feature Focus Playlist in the Success Center.