FormsBusiness Context

Note For full information about HCM and Recruit forms, see Sage People forms.

Forms are a powerful feature of Sage People that work together with a Salesforce site domain to send forms to team members or to individuals without user licenses such as candidates or external reviewers. Sage People uses forms HCM, or Recruit to collect information and write it back to the Sage People org. Typical use cases include:

HCM

  • As part of onboarding processes to capture information from the employee before they join.
  • As part of the offboarding processes to capture information when a team member leaves
Recruit
  • Application forms
  • Forms to collect references on past work experience

Forms can be used via:

HCM

  • Action Event triggers
  • Manual triggers
  • Standalone forms which can be completed at any time in WX
Recruit
  • Salesforce Workflow
  • Moving into a Vacancy Stage

When accessing a form in a browser window, the user view will look similar to the image below showing the HCM Employee Onboarding form.

Screenshot: example form