Forms in Workflow
Forms are used to collect, validate, and process information as part of employee lifecycle workflows such as onboarding, offboarding, and other events.
In Workflow, Forms replace manual paperwork with structured, digital experiences that guide users through required steps and ensure accurate data collection.
Forms Library
Forms are managed in My Forms Library, where you can create, edit, and organize forms used across your workflows.
The Forms Library includes both standardized forms and custom forms that can be assigned to tasks within events.
Create forms with ROSI
ROSI Form Builder allows you to generate a draft Smart Form by uploading an existing document. ROSI extracts fields and structure, helping reduce the time required to build forms manually.
After generating a form, you can review and refine it in Form Builder before publishing.
Working with forms
- Create and manage forms in the Forms Library
- Assign forms to tasks within events
- Collect and validate user input during workflow processes
- Edit forms using Form Builder to update fields, structure, and behavior
Additional tools
- Fonts tab – Configure fonts used in forms and generated documents
- Lists tab – Manage selectable values used in form fields
- Surveys overview – Create and manage survey-based forms
Access and configuration
Access to Forms and Form Builder capabilities depends on user privileges and system configuration.
For more information, see Form privileges.
What to expect
- Forms are typically completed as part of tasks within events
- Available features depend on your organization’s configuration
- Forms created with ROSI may require review and adjustment before use
Your experience may vary depending on your organization’s configuration. Some organizations may still use the legacy Forms experience, where Forms are managed under Administration instead of Events & Forms.