HR Forms and Templates

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:
  1. Share with many or all employees in your organization by converting the form into an organization file.
  2. Send e-signatures to multiple employees from organization files.
To share an HR form with multiple employees:
  1. Go to Operations Files > HR Forms & Templates.
  2. Click the ellipsis icon beside the form you want to share.
  3. Click Move to Organization Files.


  4. Enter and edit the details, wherever required.


  5. 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.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 CRM Training
            Redefine the way you work
            with Zoho Workplace

              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 CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • 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 ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources