Structur's forms feature allows you to create customized forms for a wide range of purposes, such as:
Performance Reviews: Gather employee and manager feedback efficiently.
Time-Off Requests: Standardize the process for requesting time off.
Incident Reports: Document workplace incidents in a consistent format.
Expense Reports: Collect expense information for reimbursement.
Onboarding: Gather necessary information from new clients or employees.
Surveys and Feedback: Collect data to understand employee or customer satisfaction.
Here's how to create a form in Structur:
Navigate to Employee Handbook: From your Structur dashboard, click on the "Employee Handbook" tab in the sidebar menu. This will take you to the area where you manage your company's internal processes and information.
Choose the Relevant Section: Select the folder and then the specific section where you want to create your form. For example, if you're creating a performance review form, you might navigate to your "Human Resources" folder and then the "Performance Management" section.
Add a New Page: Click the "Add New Page Content" button to open the page content options menu.
Select "Form": Choose "Form" from the menu. This will open the form creation page.
Give Your Form a Title: Enter a clear and concise title for your form that accurately reflects its purpose. For example, "Annual Performance Review" or "Employee Time-Off Request."
Add Form Fields: Click the "Manage Form" button to start adding fields to your form. Consider the specific information you need to collect and choose the appropriate field types. Structur offers various field types, including:
Text Fields: For short or long text entries.
Dropdown Menus: Provide a list of options for users to select from.
Rating Scales: Allow users to rate items on a scale (e.g., 1-5 stars).
Date Selectors: Enable users to choose dates.
File Uploads: Allow users to upload files, such as resumes or supporting documents.
Customize Field Settings: For each field, you can customize settings such as making it required, setting default values, and adding descriptive labels.
Organize Your Form: Arrange the fields in a logical order to make the form easy to understand and complete.
Save Your Form: Once you've added and customized all the necessary fields, click the "Save" button to save your form.
By using Structur's forms feature, you can standardize processes, reduce manual data entry, and improve data accuracy across your organization.