Forum Discussion
NThoman
Nov 04, 2019Iron Contributor
Using Forms for Employee Review
I am looking at building our HR yearly review process in Forms. I will build the form for our HR staff but they will send out the link to staff when it's time for their review. However I have two que...
KVentre
May 26, 2021Copper Contributor
Hello! I am looking at doing this exact thing. Did you find a method that ended up working for you?
NThoman
May 27, 2021Iron Contributor
We ended up scrapping this path since managers have to set “Goals” for the employee prior them filling out their self-evaluation. Ended up creating employee document sets that managers have access to for each employee and then a word doc form template that has linked metadata fields to sharepoint. That way when the doc is created for this particular content type it automatically populates with employee information. I the. Have a backend workflow with power automate to do the review process and approvals.