Forms overview

Forms are a powerful feature of Sage People that let you capture information from team members, candidates, or external contacts. You can display Forms to users in WX or Recruit, or email them to recipients.

Form responses save to the form object and you can view them and report on them in the HR manager portal. The system can write back information to HCM or Recruit data objects to update existing records. It does this using data links that enable forms to update team member, applicant, or reference information automatically.

You'll create Forms in the HR Manager portal using the following tabs:

• HCM Form Definition: use for HCM forms

• Form Definition: use for Recruit forms

This help section is for system administrators and HR managers who are setting up HCM forms or Recruit forms for their organization.

You can pre-populate forms with information that pulls from your organization's data objects. This lets you display personalized information, and lets users update existing records.

You can use Forms in many different scenarios that require data reading, capture, or updates. Some typical uses for forms are:

• New employee onboarding

• Capturing leaver information (exit interview)

• IT/equipment/uniform requests

• Travel requests

• Applications from new candidates (Recruit)

• Capturing feedback from application assessors (Recruit)

• Reference information from application referees (Recruit)

Advanced features include data validation, conditional questions and pages, dynamic record lookups, and configurable form layout and styling.

You can apply Forms to a WX process. You can trigger them manually, or by an action event or vacancy stage in Sage People Recruit. You can also configure reminder emails and completion notifications.