---
title: Forms
slug: forms
image: https://cdn.images.archbee.com/CXAjUAezd9VEEVQBIYmdw/kO6wIGlrdXN0-sXqMqslR_new-forms-2.png
createdAt: 2022-01-03T08:49:18.000Z
---

![](https://api.archbee.com/api/optimize/zxjhb7-DqnuzAP-lru1l3-jlUFclNGLgyK-WxTSxnpq-20241121-194522.png)

Forms are a foundational piece of people operations processes. From [onboarding](docId\:ePwhC52aP9PJNauBSHamL) to weekly 1:1s to [Performance reviews](docId\:pgai8TVrVYWmDcEAnerwg), [Engagement surveys](docId\:F_yJDEM_cM1J9XlNG2fZK), and [Shoutouts](docId\:AEXw83bI_tp-_X30oCYyr), 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: 

- [Creating a form](docId\:FA8qvxE2RIdH9vKxl6SHW) 
-  [Configuring form settings](docId:0i0EwWz9bTFhzdvsMbPYZ) 
- [Anonymous and De-Identified Surveys & Forms](docId\:kExBcKK0PLhmiFv1NPCqF) 
- [Distributing forms](docId\:ZO8ZHb5PqnjvTJnCLAO0v) 
- [Form responses workflows](docId:_QUlJLsN6BsALsltpaOoX) 
- [Form responses](docId\:qbDlkA-YzjmOZHsqLFW-K) 
  - [Form Response Access & Visibility](docId\:qbDlkA-YzjmOZHsqLFW-K) 
  - [Importing & Exporting Form Responses](docId\:qbDlkA-YzjmOZHsqLFW-K) 
- [Sharing form responses with your organization](docId\:k3omLGLAaSLiyLYFoGlOR) 



### Forms Use cases

To see the best uses case of ChartHop forms.[ Take a look at the forms-related bundles](https://app.charthop.com/bundles?tab=available\&tags=%F0%9F%93%8B%C2%A0Forms): 

| **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<br />(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                   |          |                 | ✅              |

![](https://api.archbee.com/api/optimize/zxjhb7-DqnuzAP-lru1l3-R2-u2f4kh3T-d54hA4V01-20241125-161527.png)

To view and complete forms, your employees must have access to ChartHop. For example, you can't send forms to contractors that don't access to ChartHop. See more about [inviting users to ChartHop](docId\:geKO2l3uNeTWyIDSysJfG).&#x20;



## View only forms

![](https://api.archbee.com/api/optimize/zxjhb7-DqnuzAP-lru1l3-d9MmXWD7e16TKMC87T8c5-20250616-131743.png)

You may have view-only access to forms if you are a ChartHop customer with [ChartHop Basic](docId\:LLf74n86sMAOLm4IXDVnq) or have installed the [Lattice Integration](docId\:oCmD8wLK4xADhbq8BhCse) or another app that imports form data. With view only forms, you can view [form responses](docId\:qbDlkA-YzjmOZHsqLFW-K), but you cannot change anything about the forms.&#x20;



:::hint{type="info"}
**[Packages](https://www.charthop.com/pricing/):&#x20;**<font color="#a9a9a9">Basic</font> <font color="#000000">| </font><font color="#000000">**HRIS**</font> <font color="#000000">|</font> <font color="#a9a9a9">Headcount Planning | </font><font color="#a9a9a9">Compensation Reviews | </font><font color="#000000">**Performance** | </font><font color="#000000">**Engagement** </font>
:::

:::hint{type="info"}
[](https://www.charthop.com/pricing/)****[Roles:](https://docs.charthop.com/user-roles-and-permissions)  Owner | Technical owner | People Ops Admin
:::