> ## Documentation Index
> Fetch the complete documentation index at: https://help.worklayer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Build and send a form

> Build a form template with sections and fields, preview it, and assign the saved form to an employee from their profile.

A Worklayer form collects structured answers from an employee. Administrators build a reusable template in company settings, then assign a request from the person's profile.

## 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.

> [!NOTE]
>
> Use fields relevant to the workflow and review who will receive the answers before sending a form that asks for personal information.

## Next steps

[Complete an assigned form](https://help.worklayer.ai/help/forms/complete.md) · [Employee profiles](https://help.worklayer.ai/help/people/profiles.md)


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