HR: The Paperless Employee Performance Form

Written by Formstack on September 21, 2011

Posted in Form Hacks

A previous post titled, “Creating the Best Online Job Application Form,” focused on a buildable form for the Human Resources department of any small to medium business. Today’s post is along the same lines.

As we kick off the last quarter of the year, employee performance reviews will be coming down the line soon enough. By using Formstack’s easy-to-use online forms, HR folks can maximize the amount of productivity and minimize the amount of dollars, time and energy spent on printing multiple forms. We hope you find this post helpful for you to work toward streamlining those exhausting processes.

This example of a Quarterly Performance Review using the Formstack form builder is the first in our series. Performance reviews are often paper processes that require multiple people filling out forms and filing them away, never to be seen again.

Using the form builder we can quickly create a form that has all the basics of a performance review. Start out with the basics including the name, title and supervisor’s name.

Then create a personal review section which asks the employee for a self-evaluation. Using the radio buttons and the pre-defined lists within the form builder makes this a simple process.

After that, you can add a new section with questions regarding job satisfaction. We also included some skip branching that allows a text field to appear if the employee chooses the “disagree” or “strongly disagree” options. Skip/branching is a great way to include follow up questions without creating a long and daunting form for employees to fill out.  You can use this to drill down several layers or as in this example just one.

Finally, we created a Manager Review section, which allows the employee to provide feedback in regards to his or her manager. This is also another great area to use the skip/branching logic, providing follow up questions to any negative responses (For your sake, we hope there are very few). Again, the form provides text areas so the employees can give longer responses to expand on negative answers.

So now we have a completed form, but using the options and settings can really help to streamline how the form gets processed and how you share information.

From this example, we can assume that three people should receive copies of the evaluation; the employee, the supervisor and HR. There are a couple of ways to do this. The easiest is to select the “Collecting Data” option in your form settings. There you will see the option to send email notifications. You can enter all three people in the submitted form automatically.

You can also set up security features like making the form password accessible. You can do this by going to the “Security” tab in the form settings and selecting to use a password. You will need to create a password in the text box.

This is a quick example of how to streamline one aspect of your business using Formstack’s buildable forms. What did you think?