Forms

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Forms are a foundational piece of people operations processes. From onboarding﻿ to weekly 1:1s to Performance reviews﻿, Engagement surveys﻿, and Shoutouts﻿, they are often the best way to collect information, feedback, or requests from your employees.
You might’ve turned to Google or Microsoft Forms for quick tasks or used disparate systems for performance and engagement. ChartHop forms allow you to centralize all the workflows in one system, alongside the rest of your people data. 
Section overview
This section includes everything you need to know about: 
﻿Building a form﻿ 
 Configuring form settings﻿ 
﻿Anonymous and De-Identified Surveys & Forms﻿ 
﻿Distributing forms﻿ 
﻿Form responses workflows﻿ 
﻿Form responses﻿ 
﻿Form Response Access & Visibility﻿ 
﻿Importing & Exporting Form Responses﻿ 
﻿Sharing form responses with your organization﻿ 
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Forms Use cases
To see the best uses case of ChartHop forms. Take a look at the forms-related bundles: 
Form Examples
HRIS
Performance
Engagement
About Me (Light Onboarding)
✅
✅
✅
1:1 Forms
✅
✅
✅
Shoutout (Recognition)
✅
✅
✅
Onboarding Buddy Program
✅
﻿
﻿
Pre-boarding Forms
✅
﻿
﻿
Onboarding information collection
✅
﻿
﻿
360 Reviews 
(Peer, Upward, Downward, Self)
﻿
✅
﻿
Direct Feedback (Hide identity)
﻿
✅
﻿
Goal Setting & OKRs
﻿
✅
﻿
Anonymous feedback
﻿
﻿
✅
Employee Engagement Survey
﻿
﻿
✅
Pulse Survey
﻿
﻿
✅
30, 60, or 90 Day Onboarding Survey
﻿
﻿
✅
Exit Survey
﻿
﻿
✅
Anonymous Executive Questions
﻿
﻿
✅
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﻿
﻿
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﻿﻿﻿﻿﻿﻿Roles:  Owner | Technical owner | People Ops Admin
﻿

Form Examples	HRIS	Performance	Engagement
About Me (Light Onboarding)	✅	✅	✅
1:1 Forms	✅	✅	✅
Shoutout (Recognition)	✅	✅	✅
Onboarding Buddy Program	✅
Pre-boarding Forms	✅
Onboarding information collection	✅
360 Reviews (Peer, Upward, Downward, Self)		✅
Direct Feedback (Hide identity)		✅
Goal Setting & OKRs		✅
Anonymous feedback			✅
Employee Engagement Survey			✅
Pulse Survey			✅
30, 60, or 90 Day Onboarding Survey			✅
Exit Survey			✅
Anonymous Executive Questions			✅

View survey responses

Building a form