Configuring a form

Indicates the status of the form. Select from the following statuses:

• Active - Indicates the form is published and available for use. Users can access and fill out this form from the Complete tasks dropdown in employee profiles. This form can also be added to reviews to collect employee data. Learn more.
• Inactive - Indicates the form is inactive. It cannot be used in reviews and does not display to respondents. Leave this status set to Inactive until you’re ready to publish.
• Todo - Indicates the form is published and can be added to reviews. Once it is sent out in a review, it displays as a To-do on the ChartHop home page. Learn more.
• Archived - Indicates the form has been archived. Archived forms are not deleted, but are inactive and no longer displayed in the Forms list unless you filter specifically for Archived forms. Learn more.

Indicates the group of people who can fill this form out. When you use this form in a review, the respondent relationships defined in this field are applied to the employees made eligible in the review. Learn more.



Select from the following groups:

• Everyone in org - Everyone in the organization can fill this form out.
• Everyone in org except person - Everyone in the organization except the form owner can fill this form out.
• Person or manager - Individual employees and managers can both fill this form out.
• Person only - Only individual employees can fill this form out. Use this option for a self-review or individual survey.
• Peers only - Only peers of an eligible employee can fill this form out. Use this option for a peer review.
• Manager only - Only the manager of an eligible employee can fill this form out. Use this option for a downward review.
• Manager’s manager only - Only the manager of an eligible manager can fill this form out. Use this option for a downward review.
• Direct reports only - Only the direct reports of an eligible manager can fill this form out. Use this option for an upward review.
• Sensitive users only - Only users with sensitive access can fill this form out. Use this option for forms that include sensitive fields or responses. Learn more.

Determines whether approval is required for this form. Select from the following approval options:

• No approval required - Indicates this form does not have to be approved after submission.
• Manager - Indicates this form has to be approved by the respondent’s manager after submission.
• Manager's manager - Indicates this form has to be approved by the manager's manager after submission.

Forms that require approval must be configured with an employee profile tab in order to approved or denied. Learn more.

Determines who can see the identity of form respondents. Select from the following options:

• Anyone who can view the submission (Non-anonymous) - Indicates anyone with the security to see the form submission can view the respondent’s identity.
• Users with Highly sensitive access (Highly sensitive) - Indicates only users with highly sensitive access can view the respondent’s identity.
• No one (anonymous) - Indicates the respondent’s identity is completely anonymous.

Determines whether respondents can save their form entries as drafts. 



When this is enabled, a Save Draft button displays for respondents and they have the ability to save and return.

Determines whether answers are cleared between submissions by the same individual. 



This is useful for capturing information in a recurring form, such as a weekly manager one-on-one.

Determines whether respondents can change their responses after they’ve submitted a form. Select from the following options:

• No - Indicates respondents can’t edit their responses.
• Yes, until this date - Indicates respondents can edit their responses up to a specific date. Enter the specific date.
• Yes, for some number of days - Indicates respondents can edit their responses after they submit their form for a specific number of days. Enter the number of days.