create an employee information form in wordpress

How to Create an Employee Information Form in WordPress

Do you need an easy and organized way to collect information about your employees? Creating an employee information form in WordPress gives you the flexibility to gather the information about people you need, store that information in one convenient location, and access it whenever you need to.

In this article, we’ll show you the easy way to create an employee information form in WordPress using WPForms.

What is an Employee Information Form?

An employee information form is a form people that work for you fill out that includes key data about themselves. It documents basic personal information, emergency contact information, and data related to the their position within the company.

Here are some of the most important things to ask new employees when they fill out your employee information form:

  • Full name
  • Contact information including email and phone
  • Address
  • Date of birth
  • Job title
  • Department and supervisor
  • Office contact information
  • Start date and salary
  • Emergency contact information

It’s important you collect information from people once they start working for you. It’s also a good idea to encourage employees to update their information regularly so you always have the most recent information.

Now let’s see how to create an employee information form in WordPress.

Step 1: Create an Employee Information Form in WordPress

Using WPForms is the easiest way to create a new employee information form in WordPress. WPForms comes with the Form Templates Pack addon that allows you to choose from 100+ pre-built templates for every niche and industry, including an employee information form template.

The first thing you’ll need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

Next, you’ll need to install and activate the Form Templates Pack addon.

To do this, go to WPForms » Addon and find the one labeled Form Templates Pack addon.

Click Install Addon and then Activate.

form templates pack addon

Now you’ll need to create a new form.

To do this, go to WPForms » Add New, and name your form. Then, scroll down to the section labeled Additional Templates and type “Employee Information Form” into the search bar.

employee information form template

When the pre-built employee information form template loads, most of the work is already done for you. In fact, you’ll find the following fields in the form:

  • Section Divider
  • Name
  • Email
  • Phone
  • Address
  • Date / Time
  • Single Line Text
  • Single Item

employee information form

If you want to see the employee information form template in action, head over and check out our sample employee information form demo.

You can add additional fields to your form by dragging them from the left hand panel to the right hand panel.

Then, click on the field to make any changes. You can also click on a form field and drag it to rearrange the order on your employee information form.

For example, if you want people to upload an image of themselves to be used for their ID badge, add a File Upload form field to your employee information form template.

This way, people can choose a photo that they like. Plus, it saves you the time and hassle of having to hire a photographer to take pictures of every new employee you hire.

file upload example

Make sure to select the Required checkbox so new employees cannot submit their employee information form without uploading a picture.

When your employee information form looks the way you want it to, click Save.

Step 2: Configure Your Employee Information Form Settings

To start, go to Settings » General.

WPForms General Settings

Here you can configure the following:

  • Form Name. Rename your form here.
  • Form Description. Give your form a description.
  • Submit Button Text. Customize the copy on the submit button.
  • Spam Prevention. Enable the anti-spam honeypot feature to prevent spam form submissions and keep your website secure. This feature is automatically enabled on all WordPress forms. If you decide to use another form of spam prevention, you can either unclick this option or continue using this feature with other spam prevention features such as recaptcha.
  • GDPR Enhancements. You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements.

Click Save.

Step 3: Configure Your Employee Information Form Notifications

Notifications are a great way to send an email whenever someone submits an employee information form on your website.

WPForms Notifications Settings

In fact, unless you disable this feature, whenever someone submits a form on your site, you’ll get a notification about it.

If you use smart tags, you can also send a notification to your new employee when they fill out your form, letting them know you received it and will be in contact shortly if needed. This assures people their entry has gone through properly.

For help with this step, check out our documentation on how to set up form notifications in WordPress.

You can send more than one notification when a new employee information form is submitted on your site. For instance, you can send a notification to yourself, your employee, and your HR department or other administrator.

For help doing this, check out our step by step tutorial on how to send multiple form notifications in WordPress.

Lastly, if you want to keep branding across your emails consistent, you can check out this guide on adding a custom header to your email template.

Custom Email Header

Step 4: Configure Your Employee Information Form Confirmations

Form confirmations are messages that display to employees once they submit their employee information form on your website. They let people know that their information has been collected and offer you the chance to let them know what the next steps are.

WPForms has three confirmation types:

  1. Message. This is the default confirmation type in WPForms. When someone submits an employee information form, a simple message confirmation will appear letting them know their form was processed.
  2. Show Page. This confirmation type will take site visitors to a specific web page on your site thanking them for their form entry. For help doing this, check out our tutorial on redirecting people to a thank you page.
  3. Go to URL (Redirect). This option is used when you want to send site visitors to a different website.

Let’s see how to set up a simple form confirmation in WPForms so you can customize the message site visitors will see when they fill out an employee information form on your website.

To start, click on the Confirmation tab in the Form Editor under Settings.

Next, select the type of confirmation type you’d like to create. For this example, we’ll select Message.

Confirmation Message

Then, customize the confirmation message to your liking and click Save.

If you want to display different confirmations to site visitors based on their behavior, be sure to read up on how to create conditional form confirmations.

Step 5: Configure Employee Information Form Access Controls

WPForms comes with a Form Locker addon that gives website owners a way to configure form permissions and access controls.

To access these settings, go to Settings » Form Locker. Here, you’ll see 4 different settings:

form locker settings

  1. Enable password protection so only those with the password, such as your employees, can fill out your form
  2. Schedule start and end dates for your employee information form
  3. Limit the number of form entries you’ll accept
  4. Allow only those that have logged into your website to submit an employee information form

Of course, you won’t necessarily use all of these settings. However, if you’re looking to prevent spam form submissions, requiring employees to have a password to fill out a form or restricting form submissions to those that are logged in help.

Step 6: Add Your Employee Information Form to Your Website

After you’ve created an employee information form, you need to add it to your WordPress website.

WPForms allows you to add your forms to many locations on your website, including your blog posts, pages, and even sidebar widgets.

Let’s take a look at the most common post/page embed option.

To start, create a new post or page in WordPress and then click on the Add Form button.

Next, select your employee information form in the modal popup and click Add Form.

add employee information form

Then, publish your post or page so your form will appear on your website.

And there you have it! You now know how to create an employee information form in WordPress.

If you’re looking to hire remote employees to work for your company, check out this roundup of the best remote working tools to help your business succeed.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

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