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Version: 1.1.0

HR Form Category

Main information about the form categories registered in the system is stored in the Form Category (hrm_form_category) table. HRMS offers the Questionnaire, Survey, and Test form categories by default. Use a questionnaire to collect employee personal data, a survey to collect their opinions and suggestions, and a test to examine or evaluate them.

tip

Roles required:

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

Create a category​

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.

Category fields​

FieldMandatoryDescription
TitleYSpecify a category title.
DescriptionNAdd a description of the category.
ActiveNThe 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.

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