HR Forms and Templates
What are HR Forms and Template?
HR forms in Zoho People are statutory forms that are created by a government that serve as a model or a free form to be used. They usually meet all legal requirements and can be used without any textual changes. Zoho People populates the HR form based on your region that can be shared with your employees.
By default, Zoho People provides a Company Handbook template that you can customize to fit your organizational preference. For more information on preparation of your Company Handbook, refer to Customize Company Handbook.
How is it useful?
There are some important statutory forms, such as W4 and I-9 form (in the United States), that are often used while inducting new employees into the organization. This action can be completed in a quick and effective manner using these HR forms.
HR forms contain important statutory forms that you can use to:
- Share with many or all employees in your organization by converting the form into an organization file.
- Send e-signatures to multiple employees from organization files.
To share an HR form with multiple employees:
- Go to Operations Files > HR Forms & Templates.
- Click the ellipsis icon beside the form you want to share.
- Click Move to Organization Files.
- Enter and edit the details, wherever required.
- Click Save.
The file will be saved to your organization file and will be shared with applicable employees.
Upon moving the file to organization files, you can set up a signature template and send the file for e-sign.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Templates
In Zoho People, templates simplify the process of sending notification emails, official letters, and documents to your employees by allowing you to use pre-designed and reusable layouts. These templates include fixed content, standard phrases, and ...Mail Merge Templates - Zoho People
Mail merge templates in Zoho People are used to create and send personalized documents to your employees. This feature is useful when you need to send standard documents to multiple employees in your organization. The templates include letter content ...Email Templates
Email templates are pre-written, customizable formats that help save time and maintain consistency, especially when you need to send similar emails frequently. These templates typically include placeholders where you can insert personalized details ...Creating and Editing Forms
You can create or customize forms for services that support the Extend Service option in Zoho People. These forms help you collect and manage the specific information needed for each services. To create or customize forms in a Sandbox instance and ...Employee Information Settings
What is Employee Information Settings in Zoho People? Employee information includes employee-related preferences, features, and customizations that impact all employees in your organization. It includes: Configure Dual reporting, Streams, Employee ID ...
New to Zoho LandingPage?
Zoho LandingPage Resources