See online form templates for Human Resources in our new templates area. Human Resources form templates make it easy for offices to collect information for all employees. Use HR templates to track employee needs, scheduling requests, and multi-step approvals.

Some examples of HR forms include:

• Employment application forms
• Vacation scheduling forms
• Time off requests
• Employee feedback forms
• Evaluation forms
• Approval forms

Features of HR Forms

HR forms are unique due to the internal nature of the form visitors. Employees, vendors, contractors, and even shareholders are possible users of HR forms. This allows HR form owners to create forms using information relating to their specific organization.

HR forms have a frequent need to send to multiple internal departments, which makes the Email Routing items especially useful. One feature of the Email Routing item lets form owners list multiple addresses for a single choice, making sending email to a group of addresses easy.

Other features useful for HR include the Inventory settings, Unique setting, and Save & Return. Inventory lets form owners limit the number of results allowed for each choice, and the Unique setting limits an item’s value to only one result. An example using the Unique setting would be a voting form, where each person gets a single vote.

The Save & Return feature lets form users log in to each form and save their progress to complete the result over multiple visits. Using the Bulk Add function for Save & Return accounts lets the form owner add every user to each form to make setting up accounts easy.

Using Human Resources Form Templates

1. Find Human Resources form templates at the Formsite Templates page. Browse the templates there then click the button to Get This Form.
2. Another way to create a form using a template is to log in to a Formsite account, click the Create New Form button, then review the HR templates. Choose the template to start with and click the button to create a copy in the account.
3. Using the form editor, add, delete, and edit the form items to customize the form. See the Getting Started video to see how the form editor works.
4. When the form is complete, find its link on the form’s Share page or use the embed code to display on another site.

Formsite’s new online form templates make it easier than ever to build forms and surveys fast. See the new Example Form templates for examples of form items and popular features. View the templates and copy the form to an existing or new Formsite account.

Some Example Forms include:

• Notifications
• Piping
• Repeating Pages
• Item Rules
• File Upload
• Rating & Ranking Items

The Example Form templates include premade forms showing many popular features and how they work. Listed in the Type category on our Templates page, the example templates let new form owners see how to use items and features.

Item Example Templates: Items are the parts that make up a form. For example, a Radio Button item is an item containing the question (or label) plus one or more radio buttons next to each answer. Some items are easy to recognize like Dropdown items and Checkbox items, while others are more complex. Calculation items, File Upload items, Rating and Ranking items, and Matrix and Multi-scale items are good examples.

See the All Item Demo for a template that includes every item available, or see the other item example templates for specific items.

Feature Example Templates: Features are actions available to forms or results. Examples include Notifications, Save & Return, Results Filters, Payment Processing and Integrations.

Some features require certain form items, like payment processing requires order form items. Take a closer look at the feature example templates to see how each feature works.

Conditional Logic Example Templates: Rules use conditional logic to trigger actions. Item rules show or hide items based on conditions. Page rules skip forward or repeat pages based on conditions. Notifications also use conditional logic to trigger emails based on answers in the form result.

How to Use Online Form Templates

The easiest way to build an online form begins at the Templates page. Choosing a template is as easy as viewing the template and clicking the button to Get This Form.

Another way to find order form templates:

1. Log in to a Formsite account, click the Create New Form button, then see the Example Form templates.
2. Choose a template with items or styles like the ones needed, then click the button to start with that template.
3. Use the form editor to edit the template items and add or delete items as needed.
4. For form owners new to Formsite or making online forms, see the Getting Started video to see how the form editor works.
5. Find the form’s link on the Share page and paste into an email or post on a website or social media site for visitors to complete.

Use Formsite’s online form builder to start a new business online. Creating a new brand and selling products and services online is a snap when you use the right tools.

Formsite lets new business owners create fast online forms essential for doing business. Examples include:

• Contact forms
• Project planning & scheduling
• Collecting files
• Invoicing & credit card processing
• Product & service order forms
• Workflows & Integrations

How to Use Forms to Start a New Business Online

The easiest way to sell products or services online is using an online order form. Use pricing items and quantity items, then collect any other information, then enable a payment integration. That’s all that’s necessary to collect orders and begin operations.

Selling services can be as easy as describing the services, setting the rates, then sending or posting the link. Describe the services and post where customers can see them, or email them directly.

Expand the business by adding a contact form to collect names, email addresses, and project requests and orders. Add testimonials and past project descriptions to sell the company’s products and services. Use these forms as landing pages and add links to social media posts, paid ads, etc.

Features That Add Value

• File Storage: Add File Upload items to forms to collect uploaded documents and files, then access through the Formsite account.
• Notifications: Receive emails after each form result to stay in touch with orders and customers.
• Rules & logic: Add logic to forms and Notifications to show and hide form items and direct users through the form using previous answers.
• Embedding: Use the provided embed code to display the forms on another site. Perfect for website builder services like Wix, WordPress, and Squarespace.
• Integrations: Send form data to other services to increase productivity and automate processing.
• Workflow: Design a system of connected forms to automate workflows. Use with approvals, follow-up processes, conditional forms, etc.

Resources

• Explore all of our business form solutions

Formsite has published a new Templates section at Formsite.com/templates. This new section allows anyone to browse pre-made samples for building online forms, order forms, surveys, and many other form types. To use a template, the ‘Get This Form’ button makes a copy in a new or existing account.

The Templates area lists forms by Industry or Type and displays the most popular ones in each category. Each one shows an actual image of the form to help decide which one to choose. Also included is a brief description and possible uses.

The search function lets you search across all categories and returns all matching examples. Try searching by industry, type, name, or any other topics for forms matching your conditions.

Many organizations have recently developed a need to help associates work from home. For those people who are learning how to work remotely or from home, Formsite provides the tools for staying productive. Some examples include:

• Workflow
• Notifications
• Daily Summary
• Scheduled Exports
• Results Filters
• Results Views

Formsite has published an update to the logged-in pages for all customers. The new design includes styles for improving the user experience and modernizing the tools. Over time, all tools can benefit from updates to use new technology and styles for more intuitive and efficient use.

The fundamental changes include:

• Style updates for fonts, colors, and icons
• Interactive responses like animations, button actions, and mouse hovers
• Sizing and spacing for better use on all screen sizes
• Account messages are easier to identify and read

What has not changed:

• No features or formats have been removed
• All previous settings remain the same

Adding forms to a new or existing website lets visitors interact with the site owner. These interactions include contact forms, order forms, registration forms, and lots more. Formsite provides integration tools to add forms to websites and other online services for the best user experience.

Displaying forms as part of the site is important for many form owners. Links that open new windows or link away to another site causes anxiety for some users. It also increases the chance that the user won’t return.

The Formsite tools for integrating forms with websites include:

• Form embed code
• WordPress plugin
• Linked stylesheets
• Images and other branding
• Success Page redirects

With the current state of personal separation, collecting health information is especially tricky. The potential for encountering the COVID-19 virus and other bugs is higher around hospitals and clinics, after all. The opportunities for automation and smart forms can help make registration and health history forms easy. See Formsite’s Healthcare templates for easier ways to collect personal health information (PHI).

Some example healthcare templates include:

• Patient registration forms
• Health history forms
• Appointment scheduling forms
• Physician referral forms
• Prescription forms

Many health and medicine organizations use healthcare forms, including hospitals and clinics. Dental, fitness, chiropractors, wellness coaches, and even veterinarians use versions of healthcare forms.

Features of Healthcare Forms

Healthcare and medical forms have many opportunities for enhancement. For example, the patient’s contact information frequently needs repeating on every form. Using Pipe codes to copy values from previous answers eliminates the duplication and potential errors. The Pre-populate link can auto-fill later forms, too.

Another example is follow-up questions. Many times there are questions dependent on answers to previous questions, and Rules will hide the unnecessary ones. Setting a rule to show the item will only display that item when the conditions are met. Hiding follow-up questions until they’re needed helps to keep forms shorter and easy to complete.

Using existing documents like PDF files or Word docx templates is easy, too. Upload the blank version of the document and connect the form items, then automate the document’s generation. Each result can send the document to one or more email addresses and send a copy to a third-party file storage service.

Protecting Information with HIPAA

Some organizations may have a need for protecting patient information with HIPAA compliance. Formsite has a HIPAA-protected service available for Enterprise service levels at no extra charge. The Business Associate Agreement (BAA) covers the HIPAA requirements for both Formsite and the customer. The HIPAA service details and the BAA are at https://formsite.com/hipaa-compliant-form-builder/.

Using Healthcare Templates

• Find the template pages in the Templates area at formsite.com/templates. Browse the templates there then click the button to Get This Form.
• Another way is to log in to a Formsite account, click the Create New Form button, then review the Healthcare templates. Choose the template to start with and click the button to create a copy in the account.
• Using the form editor, add, delete, and edit the form items to customize the form. See the Getting Started video to see how the form editor works.
• When the form is complete, find its link on the form’s Share page or use the embed code to display on another site.

Resources

• Discover healthcare form solutions today

Many organizations have recently needed to discover new online ways to do things. Ecommerce isn’t new for most of us, but some interactions have needed to join the virtual world fast. Everything from schooling to grocery shopping to regular Monday meetings now rely on online tools. Using Formsite for customer service forms keeps organizations connected to users in real time.

Examples of customer service forms include:

• Contact forms
• Surveys
• Subscription forms
• Evaluation forms

Formsite features for remote team collaboration have been part of the system for a long time. Global organizations who need to stay connected use our built-in reporting and Workflow features in real time. Alternatively, individual form owners may need data on multiple devices. Regardless of the number of contributors, Formsite forms have built-in features to make remote teams easier.

The most popular remote collaboration features include:

• Workflow
• Email Notifications
• Integrations