New Employee Onboarding - Forms

karizimmeran

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

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!

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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