HR Form Category

Main information about the form categories is stored in the Form Category (hrm_form_category) table of the agent interface. HRMS offers the Questionnaire, Survey, and Test form categories by default. Use questionnaires to collect employee personal data, surveys to collect their opinions and suggestions, and tests to examine them.

tip

Roles required:

• Read – hrm_supervisor, hrm_form_manager, hrm_admin.
• Create, update, delete – hrm_form_manager, hrm_admin.

Create a category

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To create a form category, complete the following steps:

1. In the agent interface, navigate to Human Resource Management → Registers → Form Categories.
2. Click New in the upper-left corner and fill in the fields.
3. Click Save or Save and exit to apply the changes.

HR Form Category fields

Field	Mandatory	Description
Title	Y	Specify a category title.
Description	N	Add a description of the category.
Active	N	The checkbox is selected by default. Clear the checkbox to deactivate the record. If the checkbox is selected, the record is available for selection in the dictionary on other forms.

Related lists

Forms – the list contains forms that belong to the current form category.