Build and preview the form
Open Settings > Forms and create a form. Add the sections and fields needed for the question you are asking. Review each label, any choices, and which fields are required. Preview the form before saving so the employee can understand what information to provide and the questions appear in the intended order.Assign the request
Open People > employee profile > Forms and choose Assign form. Select the saved form template in the Form field, check the recipient, and choose Assign. Return to the employee’s Forms tab afterward to confirm the request appears. The employee opens the assigned form as its own page and submits the answers there.If a form is not ready
An unclear field label or missing choice is easier to fix in the template before assignment. If you cannot open Settings > Forms or the employee’s Forms tab, your role may not have access; ask an administrator to build or assign the form. For an employee who cannot find a request, check that the form was assigned to the intended profile.Use fields relevant to the workflow and review who will receive the answers before sending a form that asks for personal information.