Using Forms for Employee Review

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Occasional Contributor

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 questions with Forms....

 

  1. Can results be hidden to just Managers and HR? I don't want employees seeing everyone's response.
  2. In our process the employee does a self eval against a defined set of questions. The manager also does the eval for the staff member against the same set of questions. Can this be forked so the manager and employee are working in the same "form"?
3 Replies

Hi @NThoman,

1. no-one other than those with the Share to Collaborate link will see the responses.

 

2. No there's no way to do that in Forms itself. You'd have to build that in a PowerApps form, saving the Forms response to a SharePoint list and then using the employee ID number as the criteria both the manager and employee would use. Do-able although I've not done it.

 

Rob

Los Gallardos

Microsoft Flow Community Super User

 

 

@RobElliott 

 

Here was my workflow thought, let me know if this sounds right.

  1. 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.
  2. The new form is saved as "Employee Self Evaluation Form - 2019"
  3. 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