New Employee Onboarding - Forms


Hi - I'm using the Employee Onboarding template set. I want to set up a form within the sheet that managers can fill out with the applicable info:

Employee Name

Manager's Name

Start Date

Job Title

I want these to populate directly into the sheet from the form

The challenge is, because these are row and not column entries, i can't add these fields onto a form. In order for me to create a form for this, I will need to add columns for each of these items and then a formula in the cells (Rows 1 - 6 in the sheet template).

Is there a way to get these onto a form that people can simply fill out to gather this information or am I just out of luck?

thank you!


  • bisaacs
    bisaacs ✭✭✭✭✭

    Hey @karizimmeran,

    Smartsheet forms are built to work so that an entry is entered across a row vs down a column unfortunately. While the template that Smartsheet provides is nice, it's not meant to work alongside a form.

    What might be a better solution is to have a separate sheet for that basic information to be completed via form, then have that data flow into the Onboarding sheet.

    Hope this helps!

    If my response was helpful in any way (or answered your question) please be sure to upvote it, mark it as awesome, or mark it as the accepted answer!

    I'm always looking to connect with other industry professionals, feel free to connect with me on LinkedIn as well!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @karizimmeran

    I hope you're well and safe!

    Have you explored using the Update Request feature instead?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


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