Create an employee form

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 3 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: sn_hr_core.admin

    Procedimento

    1. Navigate to All > HR Administration > Employee Form.
    2. Click New.
    3. Fill in the fields on the form.
      Tabela 1. Employee 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.

      The Form Designer button appears after you save the employee form.
    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.
      Nota:
      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.
      Nota:
      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.

      Nota:
      Make sure to provide each question a name so that you can more easily identify the question when creating mappings or HR criteria records.
      User building questions in the survey designer.
    7. After building your questions, click Save and Publish.
      Click Save and Publish in the survey designer to save and publish the questions for your employe form.
    8. Return to and reload the employee form.

      The Add Mappings field appears on the employee form.

      The Add Mappings field appears on the employee form after you save and publish your questions in the survey designer.
    9. If you want to map one or more questions to fields on a table, fill in the following new fields on the form.
      Tabela 2. Employee Form
      Field Description
      Add Mappings Option to map questions from the employee form to fields on a target table. This field appears after you save and publish at least one question in the survey designer.
      Table Select the table that the employee form is mapping to. This field appears when Add Mappings is selected.
      Conditions Use the condition builder to identify one record on the table to access. Make sure that the result is a match to a single record. This field appears when Add Mappings is selected.
      Nota:
      When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.

      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.

      A condition that is set to User, is dynamic, Me. This means that only the logged in user can update their HR profile.
    10. 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.
        Tabela 3. Employee Form Field Mapping form
        Field Description
        Employee form This field is automatically set to the name of the employee form.
        Table name This field is automatically set to the table that the employee form is associated with.
        Question Question from the employee form that is being mapped from.
        Nota:
        Make sure that the data type matches that of the target field.
        Field Field that is being mapped to
        Nota:
        Make sure that the data type matches that of the source question.
        Read only Option to make the question read-only. If selected, the user can read but not update the field value on the employee form. This field appears after you select a question in the Question field.

        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.

        A field mapping where the manager question is mapped to a corresponding table field.
      3. Click Submit or Update.
      4. Repeat the process as needed.
    11. Click Update.

    O que Fazer Depois

    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.

    An HR agent creating an HR task in an HR task to collect employee input.

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

    An employee completing a collect employee input to-do in the Employee Center.