HR Form Category

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

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.

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.