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 the preparation of your company handbook, refer to Customize Company Handbook.
Watch our help video to learn how to manage HR Forms & Templates:
How is it useful?
There are some important statutory forms, such as W-4, W-9, 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 all employees in your organization by converting the form into an organization file.
- Send e-signatures to multiple employees from organization files.
- Send U.S. Forms (I-9, W-4, W-9) Using E-Sign Templates.
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:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
U.S. Forms (I-9, W-4, W-9) Zoho People - E-Sign Templates
Forms I-9, W-4, and W-9 are required U.S. employment and tax documents used to verify work eligibility and collect tax information for accurate payroll and reporting. In Zoho People, these forms are available as system templates that employees can ...Files - Operations
Overview Operations in files is an administrator space where they can add and manage Organizational Files, Employee Files, HR Forms and Templates, and Folders. Additionally, administrators can send files for E-Sign through integration with E-Sign ...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 ...HR Help Desk - Settings
The HR Help Desk settings allow you to configure service preferences. You can add categories, assign agents, set up FAQs, and define SLAs for different case categories. Additionally, you can rename request status and source terms, and set ...E-Signature Templates
E-Sign templates provide pre-designed formats or layouts tailored for capturing electronic signatures using Zoho Sign. Customize your E-Sign templates according to your organizational needs and easily select the appropriate ones to send to employees ...
New to Zoho LandingPage?
Zoho LandingPage Resources