website logo
ChartHop documentation
Carrot reference
Release notes
Navigate through spaces
ChartHop documentation
Carrot reference
Release notes
⌘K
Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
ChartHop Video Library
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
Forms
Fields
Customizing employee profiles
Document templates
ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
Performance reviews
Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
Scenarios
Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered by archbee 

Forms

Packages: Basic | Standard | Premium

Roles: Technical owner

ChartHop forms let you create, secure, and share data collection forms with members of your ChartHop organization. For example, you can create a form to associate with a performance review. Or you can create a form that helps you deliver an organization-wide employee survey. Creating a form is the first step in creating any type of review for your organization. 

To view and complete forms, your employees must have access to ChartHop. For example, you can't send surveys and review forms to contractors if they don't have employee access to ChartHop.

This section includes the following topics:

  • Creating a form
  • Building a form
  • Configuring a form
  • Previewing a form
  • Publishing a form
  • Managing a form

Before you can create a form, you must define any new custom fields that you want to use in the form within ChartHop. The data you collect in a form is stored within these fields. Learn more.

Updated 29 Nov 2022
Did this page help you?
Yes
No
UP NEXT
Creating a form
Docs powered by archbee