With a form, you can easily collect specific information from your employees.
Some common examples of useful forms:
Building your own form: Go to links & forms -> create new link (top right hand corner):
Organizing Questions in the Form Builder
When building your form in Spencer, you can easily organize questions and elements.
Question Type | Purpose | Options/Behavior | Use Cases/Examples |
1. Text Question | Collect textual input | - Is Text Area: Expands for longer responses. | - Short responses like remarks, or general comments. |
2. Numeric Question | Gather numbers or ratings | - Min/Max Values: Set a numeric range. | - Simple Numeric: “How many hours do you work per week?” |
3. Single Selection Question | Select one option from a list | - If more than 5 options, switches to dropdown. | - Choose one option (e.g., “Which department are you in?”). |
4. Multi-Selection Question | Select multiple options from a list | - Add Options: Same as single selection. | - Select multiple preferences (e.g., “Which benefits would you like to receive?”). |
5. Yes/No Question | Binary choice (Yes or No) | - Translated to the respondent's preferred language automatically. | - “Do you agree with the new company policy?” |
6. Date Question | Collect a specific date | - Min/Max Date Range: Set a date range. | - “What is your preferred start date for the new project?” |
7. Image/File Upload Question | Allow file or image upload | - Respondents can upload from their device or take a new picture using their camera. | - Upload a picture or document (e.g., “Submit your ID card” or “Upload your resume”). |
To swap questions between pages or reorder them:
Click the 3-line (burger) icon next to the question you want to move.
Drag the question to a new position on the page or to a different page.
This feature helps you customize your survey structure effortlessly.
Example Form:
An example form might include a Yes/No question about whether the employee is requesting time off, followed by a text field to explain the reason, and a date field to choose the requested days off.
Tips for Creating Effective Forms:
Keep Questions Clear & Concise: Ensure that your questions are straightforward and easy to understand.
Use the Right Question Types: Choose the appropriate question type based on the kind of information you want to collect (e.g., text, numbers, yes/no, etc.).
Limit the Number of Options: For single and multi-selection questions, keep your list of options manageable. If you have more than five options, consider using a dropdown.
Test Your Form: Always preview your form before publishing to ensure it looks and functions as expected.