Forum Discussion
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...
Here was my workflow thought, let me know if this sounds right.
- I build the form and then move it to my HR Group which was created when building a new Modern SharePoint site. HR Members have Edit rights. While employees have read only to this site.
- The new form is saved as "Employee Self Evaluation Form - 2019"
- HR will email out the Send and Collect responses link. For the employee to complete the form. (Should the form have been cloned and renamed for the individual or OK to keep all together?)
NThoman no I think you're getting things a bit confused here. What do you mean by you "move it to my HR Group"? The form stays within Forms, you can't export it although you can embed it in a SharePoint page. However it won't pick up the permissions from that page or the site. You set the permissions for the form in the Settings menu option in Forms itself and either anyone with a link can respond or only people in your organisation can respond.
Rob
Los Gallardos
Microsoft Flow Community Super User