Forms - Extend Service | Administrator Guide | Zoho People 5.0 help

Forms - Extend Service - Zoho People

Forms in Zoho People serve as a structured way to manage and organize employee data within Zoho People services, helping organizations optimize their HR processes. These forms are designed to efficiently capture essential information across various HR functions, facilitating better tracking, reporting, and overall management of employee data. Additionally, the platform includes powerful analytics capabilities to provide insights from the data collected through these forms for each service.

Predefined System Forms

Zoho People offers a comprehensive set of predefined system forms across various Zoho People services, including Employee, Department, Designation, Leave, Candidate, Timesheet forms (covering Clients, Projects, and Jobs), and more. These forms come pre-configured with essential fields to streamline employee data management without requiring customization. They are ideal for capturing general employee information, leave requests, departmental details, timesheet entries, and more. Additionally, you can easily customize these system forms to align with your organization’s specific needs and preferences, ensuring flexibility and efficiency in managing your HR data. 

Custom Forms

Beyond the predefined system forms, Zoho People empowers you to create custom forms for each service that are fully tailored to the unique needs of your organization. This feature offers HR teams the flexibility to capture specialized employee data that may not be covered by the standard forms in the service. Custom forms allow you to design personalized data fields and layouts, ensuring that the form structure aligns with your specific organizational requirements.

Here is a list of functions that are available for you.
  1. Create new form according to organizational needs.
  2. Customize existing forms.
  3. Use a wide variety fields like Single Line, Multi-line, Date-time, Currency etc while creating forms.
  4. Create formula fields for basic calculations like work experience.
  5. Change the layout of forms to multi-page, for precision.
  6. Configure approvals for forms created.

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