Data Collection Form
It allows creating custom forms to gather information from onboarding resources efficiently.
Creating a Custom Form
- Navigate to the Data Collection Form section.
- Add the required fields to the form, replicating the Google Forms format.
- Examples of fields you can add:
- Text inputs (e.g., Name, Contact Details)
- Dropdowns (e.g., Department, Designation)
- Checkboxes (e.g., Skills)
- File inputs (e.g., CNIC, Images)
- Date fields (e.g., Joining Date, Birthdate)
- Examples of fields you can add:
- Save the form once all required fields are added.
Sending the Form
- Open the View Resource page for the specific resource.
- Go to the Contract Details section.
- Click the Send Data Collection Form button.
- The resource will receive the form via their registered email address, enabling them to fill in the required details.
Collecting and Managing Data
- Once the resource completes the form, the submitted data is automatically linked to their profile.
- Review the collected data to ensure all required fields are properly filled.
Features
- Fully customizable form creation tailored to the organization’s needs.
- Seamless distribution of forms to specific resources.
- Automatic data linkage for efficient record-keeping.